Documents & Forms
What to Bring to your Tax Appointment (PDF)
Individual Income Tax Organizer (Available by Email)
2020 Income Tax Return Annual Engagement (PDF) (Fee Agreement)
2020 Business Repair Capitalization Policy Addendum (PDF)
2020 Car & Truck Expense Worksheet (PDF)
2020 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)
2020 Rental Trade Or Business Safe Harbor (PDF)
Partnership Representative Elections (PDF)