What to Bring to your Tax Appointment (PDF)

Individual Income Tax Organizer (Available by Email)

2019 Income Tax Return Annual Engagement  (PDF) (Fee Agreement)

2019 FORM 1099-MISC Engagement Letter (PDF)

2019 Business Repair Capitalization Policy Addendum (PDF)

2019 Car & Truck Expense Worksheet (PDF)

2019 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)

2019 Rental Trade Or Business Safe Harbor (PDF)

2019 Budget Bill Extended Benefits (PDF)

Partnership Representative Elections (PDF)