Most states are requesting a current copy of your driver’s license or state issued identification in order to file a return.
These forms are intended to help you help us prepare a complete and accurate return for you. Click on the links to take you to the form.
The linked forms are pdf and cannot be filled in unless you have the paid version of Adobe Acrobat.
All clients must complete the Engagement Letter and Questionnaire before we can work on your return. Please also complete a Dependent Worksheet if you have or may have dependents or qualify for education credits.
New clients please complete this: New Client Intake
Self-employed clients or those with small businesses should complete Schedule C Worksheet. If you have a space in your home used exclusively for your business, use this form to tell us more: Office in home worksheet. If your business is a home daycare, please us this form: Home Daycare Questions.
If you have rental property, there are two forms: usFe this one if your rental is part of your home: Rental Worksheet Apt in Home 2020 and use this on if your rental is separate: Rental Worksheet NOT part of Home
If you earn income abroad or have foreign bank accounts, please complete this: Foreign Interest Worksheet
If you want us to be able to give your return to someone else (your parents or non-spouse partner) please complete this: Release Authorization
If you want to explore other credits and deductions take a look at this: Deductions and Credits
If you have a farm or farm activities, this may be helpful: Farm Worksheet
If you are unable to print these forms, you can come by the office and pick them up or ask Donna to send them to you.
If you have foreign accounts (including retirement and other accounts) you must file a FinCEN or FBAR report. If you prefer to do it yourself, you may do so here.