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.
2017 New Client Packet Part 1 Complete this packet along with part 2 and bring in with your tax documents and 2016 tax return if you are a new client. Please note, tax returns are not prepared during your appointment. 2017 New Client Packet Part 1.pdf Adobe Acrobat document [13.2 KB]
2017 New Client Packet Part 2 Includes use tax form, engagement letter and additional information form. 2017 New Client Packet Part 2.pdf Adobe Acrobat document [216.5 KB]
Engagement Letter This is the engagement letter for you to sign to give us permission to do your taxes. This letter is included in the new client packet, and we print it out for you to sign when you pick up your taxes. Tax Year 2017 Engagement Letter.pdf Adobe Acrobat document [206.6 KB]
Use Tax Form Please fill out this form completely and bring in with your tax documents if you are a returning client. Use Tax With DL.pdf Adobe Acrobat document [330.4 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]