Welcome to another tax season! To make this busy time a little easier, you can download all the necessary documents right here.
We ask all of our clients to fill out and return a signed Engagement Letter, and Questionnaire. We also have an Organizer that you can fill out to help gather your tax information.
Individual Questionnaire – This is a “fill in” PDF form, but will need to be either printed to .pdf or paper to record your answers.
Fiduciary Questionnaire – Print and record your answers on paper.
Individual Organizer (Not available for Fiduciary)
If we did your return in 2014, you will receive an Organizer with your prior year information. If you need a new Organizer, please contact Carrie to have one sent to you.
If you are a new client, please download and complete the blank Organizer that pertains to your situation.
- Basic – For taxpayers without Schedule C business income or rental property.
- Business Income – For taxpayers with self-employment income. Please make sure to fill out this Organizer AND the Basic Organizer.
- Rental Income – For taxpayers with rental properties. Please make sure to fill out this Organizer AND the Basic Organizer.
- Complete – This is the complete version for taxpayers with multiple activities such as business, rental, or farm income.
If you have Adobe Acrobat see our instructions for filling out your organizer in Adobe.
