Client Forms & Information

 Here at Uhart Tax & financial, we have moved to a mostly digital office.

All of our required Tax Year Forms will be signed/filled out within our client portal, but if you prefer a paper or pdf version, they can easily be downloaded from this page and either mailed or brought into our office with your tax documents. All existing clients will be mailed paper forms if they have requested previously. 

 

This page also gives access to various downloadable (and fillable) documents that can assist you in gathering your tax information. If you are looking for anything specific and cannot find it, please contact us.

 

Please, be sure to keep those receipts in case you need them later! 

 

Please send all emails to success@uharttax.com regarding general information or questions.

This allows better ease in routing your questions and concerns

in the most efficient and effective manner.

 

Do NOT send tax information with sensitive details via email,it is an unsecure method and we will NOT open any attachments. Thank you. 

2023 Tax Year Forms

Important Documents/Worksheets

Self Employed Worksheets

Rental Property Worksheets

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