.
Resources for Clients
Our free Client Organizer is a convenient way to gather the financial records and materials that we need to prepare your tax return. In addition to the basic Client Organizer, you will also find below forms to use if you own your own business or if you have income and/or expenses from rental property or a farm or ranch.
An additional benefit to the Client Organizer is that it will allow us to provide you with a financial history of your tax related records. Each year we will send you an updated version of the Organizer with information from the previous year.
Please bring the Client Organizer, last year's tax return and relevant records to your appointment. You may complete the organizer prior to your appointment, or we will assist you at that time. Even if you cannot complete all of the Organizer pages, please use it as a guide to the relevant information we need.
Click on the links below to begin downloading. (You will need Adobe Acrobat Reader to view the documents. Most current browsers have Acrobat pre-installed as a plug-in. See "Having Trouble Downloading?" below for more information.)
Client Organizer (5-7 minutes with a 56k modem, much faster if you are on a DSL, ISDN or corporate connection)
Self Employed (Schedule C) (1-3 minutes)
Farm/Ranch Income and Expense Form (1-3 minutes)
Rental Property Income and Expense Form (1-3 minutes)
Having Trouble Downloading?
To view and print the forms above after you download them, you will need Adobe Acrobat Reader. Most current browser versions include this as a plug-in. If you do not have Acrobat Reader, you can download it by clicking below. The page with download information will open on top of this page. Once you have installed the plug-in, close the window to return to this page and download the forms. Or, if you wish, contact our office and we will send you a copy of the relevant forms.
.. Color