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Client Forms

Consent Forms & Engagement Letters

     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

     2017 Individual Engagement Letter - We must have this on file before we begin working on your return.

 

Individual Tax Organizer and Helpful Resources

       2017 Organizer

 

     Supplemental Worksheets

     Day Care Operator Worksheet

     Home Office Worksheet

     Rental and Royalty Worksheet

     Self-Employment Worksheet

     Vehicle Expense Worksheet

 

     Other Resources

     MN K-12 Education Expenses Fact Sheet

     MN K-12 Education Expenses Home School Supplement

     Certificate of Rent Paid in 2017

     Valuation for Items Donated to Local Charities

     Reporting Gambling Activity

 

Small Business Questionnaire and Resources

     Small Business Questionnaire

    

     Worksheets

     Self-Employed Worksheet

     1099 and Sales Tax Questionnaire

     Home Office Worksheet

     Vehicle Expense Worksheet

 

     Information Sheets

     Forms 1099-Misc Filing Requirements

     Home Office Rules

     Vehicle Expense Rules

     Use Tax Rules

     Sales Tax Rules