*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.*
Client Intake Form (FILLABLE) - REQUIRED
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: