Documents & Forms

What to Bring to your Tax Appointment (PDF)

2024 Income Tax Return Annual Engagement  (PDF) (Fee Agreement)

Electronic Communications Consent (PDF)

Client Consent to Use Tax Information (PDF)

Consent to Disclose Tax Information (PDF)

Worksheets

2024 Car & Truck Expense Worksheet (PDF)

Home Office Deductions Worksheet Fillable (PDF)

Self-Employed Income & Expenses Worksheet (PDF)

Farm & Ranch Income & Expense Worksheet (PDF)

Rental Income & Expense Worksheet (PDF)

2024 Education Credit Questions (PDF)

2024 Confirmation of Written Records For Auto Usage (PDF)

Partnership Representative Elections (PDF)

2024 Business Safe Harbor (PDF)

Organizers

2024 LLC Tax Organizer (PDF)

2024 Individual Tax Organizer (PDF)

2024 Partnership Tax Organizer (PDF)

2024 S-Corporation Tax Organizer (PDF)

2024 Individual Taxpayer Organizer – Sole Proprietorship (PDF)

2024 Individual Taxpayer Organizer – Sole Proprietorship and Rental (PDF)