Documents & Forms
What to Bring to your Tax Appointment (PDF)
2022 Income Tax Return Annual Engagement (PDF) (Fee Agreement)
2022 Car & Truck Expense Worksheet (PDF)
2022 Tax Credit Questions (PDF)
2022 Education Credit Questions (PDF)
2022 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)
2022 Rental Trade Or Business Safe Harbor (PDF)