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Client Questionnaires

Forms also available in our office.

Include copy of ID & prior year tax return

New Client Questionnaire (3 pages)

Current clients update each year with us.

Client Update Form

What to bring to your tax appointment

We created a list of possible items that you may need to  use for your tax return. 

Deduction Forms

Download or available in office.

Here are some forms to assist in organizing your income & expenses.
It is the taxpayer's responsibility to maintain supporting documents.

Artist / Musician

Self Employed Individual

NonCash Charitable Contributions

Business Use of Home

Rental Property

Itemized Deductions 

Auto & Home Expenses for Business Use

Farming Business

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