Instructions:

• The Engagement Letter is not a fillable form. It needs to have signatures before we can start working on returns. This is a requirement for all clients.
• ALL NEW clients need to fill out a client data sheet.
• All schedule C, Schedule E, and Schedule F clients need to fill out a self employed worksheet (Self employed clients, farm clients, and rental income clients).
• All clients need to fill out the client Intake form.
• Any client can use the Client Information sheet, but it is not required. (This is just a sheet for those who want to consolidate things in one place to make sure they have everything. Some clients prefer to have this.)
• The Consent to Release Information form gives us permission to release information to someone other than the client.

• Client Data Sheet (Fillable PDF)
• Client Intake Form (Fillable PDF)
• Consent to Release Information (Fillable PDF)
• Engagement Letter (PDF)
• Self-Employed Worksheet (Fillable PDF)
• Tax Information Sheet (Fillable PDF)