Documents & Forms
What to Bring to your Tax Appointment (PDF)
2021 Individual Income Tax Organizer (PDF)
2021 Income Tax Return Annual Engagement (PDF) (Fee Agreement)
2021 Car & Truck Expense Worksheet (PDF)
2021 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)
2021 Rental Trade Or Business Safe Harbor (PDF)
Partnership Representative Elections (PDF)