Required Client Questionaire

Our Tax checklist, organizers and worksheets will help you gather your tax information and make sure you don't miss any important deductions.

Please complete the following steps to take advantage of these helpful items.

1. Fill out all the information you can.

2. Print the organizer or checklist.

3. Call or email us to schedule an appointment.

4. Bring the completed worksheet and all supporting document to your appointment.


Individuals & Self Employed (Schedule C)

Business / Estates / Trusts

Additional Resources

Individual Checklist

Mileage Log

Self Employed Worksheet

Personal Tax Organizer & Deduction Finder

New Client Condensed Organizer