We require every client complete this questionnaire each year so that we prepare a more thorough tax return. If you prefer to do this before the day of your appointment please print, complete, sign, and present when you arrive for your scheduled time.  2017 Questionnaire 

Please take a few moments to read and understand the engagement letter that we require for every individual tax return that we prepare. Sign and bring to your appointment to make your time in our office most efficient. 2017 Engagement Letter

The IRS requires that we have consent to look at your tax return information in order to offer you any tax advice. Print, complete, sign and bring to your appointment. 2017 Consent