Helpful Links & Resources
Before we prepare your income tax return, please review our client engagement letter and complete a client questionaire. If you are a new client, please also complete the new client information sheet. Lastly, review the "What do I need to bring?" document to ensure that you have all of your important tax documents ready.
Client Questionnaire (pdf) (fillable)
Other forms to help you organize your business, farm or rental property income taxes.
Schedule C Business Worksheet (pdf) (fillable)
Rental Worksheet (pdf) (fillable)
Farm Worksheet (pdf) (fillable)
Check the status of your federal or Wisconsin refund at:
Pay your tax bill at:
Federal - https://www.irs.gov/payments
State - https://tap.revenue.wi.gov/pay/_/
Links to the IRS and Wisconsin Department of Revenue: