Forms
- Client Intake Form 2023 (PDF)
- Dependent Information (PDF)
- Client Self Employment Questionnaire (PDF)
- Consent for Disclosure to Third Parties (PDF)
- 1099 Information Sheet (PDF)
- Schedule F Information Sheet (PDF)
- Rental Income/Expense Worksheet (PDF)
- Deductions List (PDF)
- Mileage Log (PDF)
- Truck Owner-Operator Income/Expense Worksheet (PDF)
- Gambling Log (PDF)
- Corporation/Partnership/Trust/Estate Intake Form (PDF)
- Corporate Business Expense Worksheet (PDF)
- In-home Daycare Worksheet (PDF)