*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.*
** NEW: By Presidential Executive Order, paper checks for tax refunds will no longer be issued, direct deposit of tax refunds will be mandatory beginning October 1, 2025. Make sure to include your banking information on your intake form. Missing bank information on your tax return will result in substantial delays of your refund.
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.
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:
Wisconsin Renter's Certficate 2025