DOCUMENTS AND ORGANIZERS

Please submit completed documents to our office via the Secure Client Portal or in person.

All clients are required to complete and sign a Client Intake form for each tax year. This form must be included with your other tax documents.

If you are claiming the Earned Income Credit, you must complete the Diligence Worksheet.

If you wish to itemize your deductions, please complete the Schedule A worksheet.

Clients who received at least 2/3 of their gross income from farming must download and complete the Farm Tax organizer.  Your tax filing deadline is March 1.

Self-employed clients, small business owners, and contractors must complete the Business organizer.

If you conducted business from home, please complete the Home Office organizer.

Rental Property owners must complete the Rental organizer.

Corporations and Partnerships may use the Business organizer as an initial guide, but will need to submit additional documentation.

Do not send personal or sensitive information via email.  All documentation should be uploaded to the Secure Client Portal or dropped off in person.  If you cannot do so, please contact our office.