Skip to content

Client Forms

2020 Tax Season is here

Welcome Back!

Thank you for choosing Morales Burke to assist you with your 2020 taxes. As a current client, you may choose to send us your tax documents via the client portal or drop them off at the office at your convenience. We would like to assist you in streamlining the process. Below is a link which includes a 2020 service agreement and current client update information form for individual tax preparation.  Please complete the online questionaire and upload your tax documents on the client portal or drop them off at the office. If you would like an in-person appointment, please call the office or click here to schedule a individual tax appointment.

We appreciate your business!

2020 Individual Tax Questionnaire

Payment Authorization Form

We take care of your books for you, so you can get back to the job of running your business and generating profits.
Learn More...
We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
Learn More...
We offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features.
Learn more...
We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.
Learn More...
We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
Learn More...

© Morales Burke 2021