Documents & Forms
What to Bring to your Tax Appointment (PDF)
2023 Income Tax Return Annual Engagement (PDF) (Fee Agreement)
2023 Car & Truck Expense Worksheet (PDF)
2023 Education Credit Questions (PDF)
2023 Confirmation of Written Records For Auto Usage (PDF)
Client Consent to Use Tax Information (PDF)
Consent to Disclose Tax Information (PDF)
Self-Employed Income & Expenses Worksheet (PDF)
Farm & Ranch Income & Expense Worksheet (PDF)
Rental Income & Expense Worksheet (PDF)
Partnership Representative Elections (PDF)
Electronic Communications Consent (PDF)
2023 LLC Tax Organizer (PDF)
2023 Business Safe Harbor (PDF)
2023 C-Corporation Tax Organizer (PDF)
2023 Individual Tax Organizer (PDF)