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SFP Tax Prep

Taxes at SFP Tax Prep

Our process is to work on a first-come, first-served basis.  However, if not all documents are received, this will affect the turnaround time for preparing your filing. Once we have your forms completed, we will review any issues or concerns and confirm all is accurate with you.  Then we will provide you with an authorization form that must be signed by all taxpayers for you to allow us to complete/e-file your taxes. All tax returns, that qualify, will be electronically filed per IRS guidelines.  

We will ask you to complete a client questionnaire and engagement form so we can gather your information.  These are available on the buttons below.  If you are a current client, please call or click below for an appointment so we can have your information from last year prepared for us to  review when you come in.  

Upload or retrieve your documents with our secure client portal. 

Clicking the link below will bring you to our encrypted portal so that you may safely and confidently share your documents with us.

Schedule an Appointment

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SFP Tax Prep is happy to help you with your tax filing.  To do so, you will need to provide all of the following forms that apply to your situation:

• W-2s
• 1099s
• 1098s
• 1095s
• School Registration Receipts –this is a must if you pay for tuition to receive the credit
• Daycare Receipts – name, address, telephone number and tax ID number for all care providers and the amount paid to each. In addition, break down the total amount paid for each child for which you are claiming credit – this is a must to receive the credit
• Charitable Donation Receipts – receipts are required
• For Vermont Taxpayers—Town Tax Bill for property owners or Landlord Certificate for renters—this is a must to receive the homestead credit or renter rebate

From February 1 through April 15, we have extended hours until 6pm.  Clients may drop off information during office hours or after by using the secure drop box outside the office door.  We can also receive and send documents through our encrypted on-line portal using the link above.  To protect your privacy, we ask that you do not e-mail us tax documents.

Form for Individuals

Questionnaire to be completed and engagement form for individuals, couples filing jointly. 

Download Individual PDF

Form for Partnership

Questionnaire and engagement form for business partnerships.

Download Partnership PDF

Form for Corporation

Questionnaire and engagement form for corporations.

Download Corporation PDF

IRS Change of Address

Use this to update your address with the IRS.

Download PDF

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (802) 753-7385