Before we prepare your income tax return, please review our client engagement letter and complete a client intake form. 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 Intake Form (PDF) (Fillable)
FORMS TO HELP ORGANIZE YOUR BUSINESS, FARM OR RENTAL PROPERTY INFORMATION:
Schedule C Business Worksheet (PDF) (Fillable)
Rental Worksheet (PDF) (Fillable)
Farm Worksheet (PDF) (Fillable)
MISCELLANEOUS FORMS: