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.

2016 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.

2016 Standard client questionnaire with checklist (6 pages)

2016 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.

2016 dependent/refundable credits questionnaire

Due to the complexities of the ACA, we must request that all clients fill out our health insurance questionnaire.

2016 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



All content and images 2017 Advisor Tax Services, Stowe, Vermont, Professional year-round tax planning and income tax preparation