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Client Resources

Client Forms

Please complete these forms before your scheduled appointment to help us serve you better and make your visit as efficient as possible.

Before Your Appointment

1

Download and print the required forms below

2

Complete all applicable sections with accurate information

3

Bring the completed forms to your appointment or email them to us in advance

General & Administrative

New Client Data Sheet

Required for all new clients. Complete before your first appointment.

Download

Business & Self-Employed

Business Income & Expense Worksheet - Page 1

Track your business income and expenses (Part 1).

Download

Business Income & Expense Worksheet - Page 2

Track your business income and expenses (Part 2).

Download

Specialized Deductions & Credits

College & Education Expenses

For claiming education-related tax credits and deductions.

Download

Industry-Specific Worksheets

Truckers Income & Expense Worksheet

For truck drivers and transportation professionals.

Download

Guides & Checklists

Having trouble with a form or have questions? Contact us and we'll be happy to help.

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