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What to Bring to Your Tax Drop-Off

The checklist download will give you just that - a checklist of just about everything you will need or could need for your tax preparation.

Please print this checklist off, fill it out in its entirety, and drop it off with your tax documents.

The new client questionnaire is intended to be printed out for new clients to fill out and provide with tax documents.

Please utilize the worksheets found here to keep track of your Farm, Rental, and Small Business expenses and income. A basic Balance Sheet worksheet can also be found here.


***We still will need your official tax forms to verify the information on your forms. Please still provide these documents with any worksheets you send us.***

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