While we ask that clients complete the forms on-line these printable forms for those that do not want to complete them on-line.

All clients must complete a tax agreement.

Tax Preparation Agreement - Printable.pdf

Clients with NO dependents should complete this questionnaire.

2021 Individual Questionnaire - No Dependents.pdf

Clients with dependents should complete this individual questionnaire.

2021 Individual Questionnaire.pdf

Clients with Rental Property should also complete this questionnaire.

2021 Rental Questionnaire.pdf

Clients with a Farm or Ranch should also complete this questionnaire.

2021 Farm Questionnaire.pdf

Non profit clients should complete this questionnaire

2021 Non-Profit Questionnaire.pdf