Forms and Resources

FORMS

Client information form for all customers, new or returning, along with a tax return organizer and checklist.
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If you own a small business, use this form to organize your business's income and expenses.
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If you own rental property, use this form to organize your property's income and expenses.
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If you own or manage a farm, use this form to organize income and expenses for your farming operation.
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NEW/RETURNING
CUSTOMER FORM

SMALL BUSINESS ORGANIZER

RENTAL PROPERTY
ORGANIZER

FARMING ORGANIZER

Client information form and questionnaire for owners of a partnership or corporation.
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NEW BUSINESS
CUSTOMER FORM