Forms and Info

To better serve our clients and prospective clients, we are providing some of our internal forms and information as PDF files here. We have included links to sources of federal and state forms and information. Our Firm Resume provides a listing of current staff with brief background.

The New Client Packet includes a new client profile, engagement letter, current tax year questionnaire, and current tax year vehicle information sheet. These forms are completed before or during your initial tax interview.

The New Business Return Packet includes a new business profile and list of information needed for preparation of a tax return for a Corporation, S-Corporation, or Partnership.

The 1040 Preparation Checklist is a list of what you will need to bring with you to your individual tax interview appointment.

Our standard 1040 Engagement Letter outlines what you can expect from our firm and what we expect from our clients. We ask all individual tax clients to sign this letter at the beginning of our tax engagement.

All individual tax clients are requested to complete a 2023 Questionnaire to aid us in addressing the tax issues relevant to the current tax year.

Clients who wish to claim a tax deduction for use of their vehicle for business purposes should complete our 2023 Vehicle Information sheet.