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Client Forms & Instructions

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

     2018 Individual Engagement Letter - We must have this on file before we begin working on your return.


Portal Documents

     Client Portal Agreement - By registering for our portal, you are agreeing to the terms outlines in this document.

     Portal Instructions - Detailed instructions for setting up your secure web portal


Individual Tax Organizer and Helpful Resources

      2018 Organizer

      Bank Information Form

      Taxpayer Information Sheets


     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 2018

     How to pay taxes online

     Valuation for Items Donated to Local Charities


Small Business Questionnaire and Resources

     Small Business Questionnaire



     Self-Employed Worksheet

     1099 and Sales Tax Questionnaire

     1099 for Rental Properties Questionnaire

     Home Office Worksheet

     Vehicle Expense Worksheet


     Information Sheets

     Form 1099-Misc Filing Requirements

     Home Office Rules

     Vehicle Expense Rules

     Use Tax Rules

     Sales Tax Rules