For your convenience, we have provided downloadable common documents to use for both business and personal tax purposes. We have also provided links to local and federal government organizations
that lead directly to their websites.
2016 New Client Packet Part 1 Complete this packet along with part 2 and bring in with your tax documents and 2015 tax return if you are a new client. Please note, tax returns are not prepared during your appointment. 2016 New Client Packet Part 1.pdf Adobe Acrobat document [410.5 KB]
Use Tax Law Form We will need this form filled out and returned to us if you file a Colorado State Return. This form is already included in the New Client Packet for tax year 2016. Use Tax Law.pdf Adobe Acrobat document [332.4 KB]
Year 2016 Engagement Letter Please sign a copy of this letter and enclose with your tax documents when dropping off your paperwork. This form is already included in the 2016 new client packet. 2016 Engagement Letter.pdf Adobe Acrobat document [207.0 KB]
3rd Party Disclosure Form Required if you are sending someone to pick up your taxes for you. 3rd Party Disclosure Form.pdf Adobe Acrobat document [62.8 KB]