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
K2/K3 Waiver Form
2021 - K2-K3 Waiver.pdf