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Client Questionnaires

Include copy of ID & prior year tax return

New Client Questionnaire 

Current clients update each year with me.

Client Update Form

What to bring to your tax appointment

I created a list of possible items that you may need to use for your tax return. 

Here are some forms to assist in organizing your income & expenses.
It is the taxpayer's responsibility to maintain supporting documents.

Artist / Musician

Self Employed Individual

NonCash Charitable Contributions

Business Use of Home

Rental Property

Itemized Deductions 

Auto & Home Expenses for Business Use

Farming Business

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