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
Valuation for Items Donated to Local Charities (as of 2010)
Supplemental Worksheets for Small Business Offices
Supplemental Worksheets for Rental Properties
Other Resources for Businesses & Rental Properties