Forms

Account Your Expenses and Assets on Our Forms

A COMPREHENSIVE MENU OF FORMS & SERVICES

WAGES, STOCKS, INTEREST, MORTGAGE, CHARITY, DEPENDENTS, EDUCATION

REVENUE, COG, LABOR, INSURANCE, TAXES

FARMING EXPENSES SUCH AS CATTLE FEED AND VET BILLS

TRUCK DRIVERS, LEO, CLERGY, REALTOR, HAIRSTYLIST, OVERSEAS EMPLOYMENT

RENTAL INCOME LOSSES, SUCH AS REPAIRS AND MAINTENANCE.

SOCIAL SECURITY, PENSIONS, IRAs, INVESTMENTS

If you have miscellaneous expenses you cannot find above please use this form but please remember to itemize and tally up expenses for the year.

Please total up your expenses BEFORE your appointment or sending your taxes to us. If you send receipts for us to tally up, you will incur extra fees and prolong the process of having your taxes completed in a timely fashion. However, if you send or drop off your expenses ahead of time and are willing to pay the fee, we will do the work for you.

New and returning customers must fill out a client information sheet EVERY YEAR. If you would like to print and fill it out ahead of your appointment or if you are emailing all your documents to us, you will find the client information sheet here.

DOCUMENT REQUEST FORM

  • Fill out Document Request Form
  • SEND IN DRF 
  • SEND IN COPY OF ID or DRIVER'S LICENSE
  • $7.00 FOR EACH YEAR

NOTE: Copy must be emailed to email address on file. However, you may pick up in person.