We use the following PDF documents to help you communicate your tax information to us. To view, fill out and/or print them, you will need Adobe Acrobat Reader Version 9
or higher which is available here.
Due to insurance and IRS due diligence requirements, we request that you read and sign the following engagement letter.
2017 engagement letter (2 pages)
As part of our interview process we also require all clients to fill out our standard questionnaire. If you feel that your tax situation is
simple (not self-employed, no house, investments or rental properties) then you may be able to use our EZ questionnaire.
2017 Standard client questionnaire with checklist (6 pages)
2017 EZ client questionnaire (1 page)
As a result of new IRS regulations, we are now required to ask more questions if you are claiming dependents. Accordingly, we now have a new dependent/refundable credits questionnaire that must be filled out.
2017 dependent/refundable credits questionnaire
Due to the complexities of the ACA, we must request that all clients fill out our health insurance questionnaire.
2017 client health insurance questionnaire
If you need assistance or have questions contact us.
If you have a lot of deductions, you might want to look at the following forms.
Personal deductions questionnaire
Medical Dental Eyecare organizer
Use can also use this checklist to make sure you bring all you need to your appointment.
What to bring list
Although many of our clients use spreadsheets or bookkeeping software such as Quickbooks to track self-employment and rental property
information, it is not required. As an alternative you can use the following organizers to summarize income and expenses.
Business questionnaire & organizer
Business use of home organizer
Business use of vehicle organizer
Rental income/expense organizer