Collecting all the documents for income and deductions can be a challenging task. Sending in all your data is critical to completing an accurate tax return and gathering all of your expenses will help you take advantage of the most tax deductions.

Whether you are an individual with a few deductions or you have small business, farm or rental income, these checklists will help you gather your information in a quick and detailed manner.

Send Us Your Forms

Simple Way

Print the form and Mail or Drop off at our Fairfield or Oxford Location

Go Secure

Open the form you need below. Fill in your informantion. Save it to your computer and send it through our secure client portal. Click the Client Login Button at the top of the page and send your information securely. If you are not set up, email dgordon@kirschcpa.com to get set up today!

Returning Tax Clients РUse These Forms

2018 Tax Checklist

Guide to gathering information
to complete your 2018 Tax Return

Tax Information LETTER

Information for 2018 Individual Tax Preparation

Tax Engagement Agreement

Details our commitments to our
clients

New Individual Tax Clients – Use These Forms

Welcome to

Kirsch CPA Group

Getting started with Kirsch CPA Group

New Individual

Tax Checklist

Guide to gathering information to
complete your 2018 Tax Return

Engagement

Letter

Details our commitments to
our clients

LOOKING FOR YOUR FEDERAL REFUND?
OR YOUR OHIO REFUND?

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