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Client Forms & Instructions


     Consent to Use of Tax Information - Allows us to keep in touch with you throughout the year

     Consent to Disclose Tax Information - Allows us to share information with third parties (e.g. mortgage brokers)

     Consent to Request Tax Information - Allows us to request information from third parties

     2020 Individual Engagement Letter - We must have this on file before we begin working on your return.

     2020 Organizer -  You need Adobe Reader DC for this form to be fillable.

     Bank Information Form - We must have this completed each year.

     Taxpayer Information Sheets - Please fill out completely.


 Other Resources for Individuals

     MN K-12 Education Expenses Fact Sheet

     MN K-12 Education Expenses Home School Supplement

     MN K-12 Education Expenses Explanation and Chart of Examples

     How to pay federal taxes online

     How to pay Minnesota taxes online

     Valuation for Items Donated to Local Charities (as of 2010)


 Supplemental Worksheets for Small Business Offices

    Small Business Questionnaire

    1099 and Sales Tax Questionnaire 

    Home Office Worksheet

    Self-Employed Worksheet

    Vehicle Expense Worksheet


Supplemental Worksheets for Rental Properties

    1099 for Rental Properties Questionnaire     

     Rental and Royalty Worksheet

     Certificate of Rent Paid in 2020

     Vehicle Expense Worksheet


 Other Resources for Businesses & Rental Properties

     Form 1099-Misc Filing Requirements

     Minnesota Use Tax Rules

     Sales Tax Rules

     Home Office Deductions

     Vehicle Expense Rules

     Day Care Operator Worksheet