Client Forms

This checklist has been generated in PDF Format and can be viewed with Adobe Reader. This version of the form has been provided exclusively for downloading and printing. This version CANNOT be filled out online or accept electronic input information.

This version of the checklist has been generated in Microsoft Excel and can be viewed and used with most spreadsheet software programs.  This version can be downloaded and saved on your computer and will allow you to complete the form on your computer and save your information.  In order to input your information into the document simply select “Enable Editing” at the top of the screen.  It is important to note that the document has been created as an Excel “workbook” requiring you to access each page of the checklist through the workbook tabs at the bottom of the document screen.  To print the entire checklist, you must select “print workbook” at the print screen, otherwise, you will only print one page from the checklist instead of all 9 pages of the checklist.

Please download, print, sign and bring to your tax appointment or return with your tax paperwork.

The Following Documents Are Only For Clients Requesting An Extension

This worksheet has been generated in PDF Format and can be viewed with Adobe Reader. This version of the form has been provided exclusively for downloading and printing.  This version CANNOT be filled out online or accept electronic input information.

This version of the checklist has been generated in Microsoft Excel and can be viewed and used with most spreadsheet software programs.  This version can be downloaded and saved on your computer and will allow you to complete the form on your computer and save your information.  In order to input your information into the document simply select “Enable Editing” at the top of the screen.  It is important to note that the document has been created as an Excel “workbook” requiring you to access each page of the checklist through the workbook tabs at the bottom of the document screen.  To print the entire checklist, you must select “print workbook” at the print screen, otherwise, you will only print one page from the checklist instead of all 2 pages of the checklist.

Contact Us

Mailing address:

  • 1255 East Vista Way #148
    Vista, CA 92084

  • Phone 1 – Toll Free: (888) 946-6636

  • Phone 2 – Vista Local: (760) 643-4137
  • Fax: Toll Free: (888) 946-9936
  • Email: info@barton-ross.com

Barton-Ross A Financial Services Firm © 2023 -- California Tax Education Council (CTEC) License A212225