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Client Forms

*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)

Client Engagement Letter

What do I need to bring?

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:

Form 1095A - Blank

Wisconsin Renter's Certficate

3rd Party Disclosure Form