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Client Forms

*Before we prepare your income tax return, please review our client engagement letter and complete the required client intake form.  Lastly, review the "What do I need to bring?" document to ensure that you have all of your important tax documents ready.*

2025 Client Intake Form (PDF)  - REQUIRED EVERY YEAR   

*NEW* If you would like to complete the Client Intake Form electronicaly, please email us at info@westengraff.com and we will provide you with the information and login details needed to access the online form.

2025 Client Engagement Letter

What do I need to bring?

FORMS TO HELP ORGANIZE YOUR

BUSINESS, FARM OR RENTAL PROPERTY INFORMATION:

Business Worksheet - Schedule C - (PDF) (Fillable)

Rental Worksheet - Schedule E - (PDF) (Fillable)

Farm Worksheet - Schedule F - (PDF)   (Fillable)

MISCELLANEOUS FORMS:

Form 1095A - Blank 202

Wisconsin Renter's Certficate 2025

3rd Party Disclosure Form

Tax Return Copy Request Form