*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: