• Simple Client Data Sheet (1 page)

This simple form is suitable for clients with a simple w2 form

• Basic Document / Data  Aid Checklist

This checklist is created to assist you with collecting all the necessary information and documents prior to meeting with a tax professional.

• Client Data Organizer

This form is suitable for clients that are not itemizing their deductions and DO NOT have rental property or self-employment expenses.

• Client Data Plus Business and Rental Organizer

This organizer is suitable for clients that are not itemizing their deductions and DO have rental property or self-employment expenses.

• Full Client Data Organizer

This organizer includes the information included in the basic client data sheet, plus entries for itemized deductions, rental properties and self-employment expenses

• Prior Year Organizer

If you are filing your return late, please use this organizer.

• Individual Filing 2014 Engagement Letter

This letter highlights the terms of our comittment with the tax payer and the nature of our service.

• Home Improvement Table

If you have made any repairs in your home or property you own use this form.