NOT SURE EXACTLY WHAT DOCUMENTS WE NEED?
No problem, we have some great tools to help! Providing us with as much information as possible is a critical
part of our process in effectively and efficiently preparing your tax return.
Whether you are an individual, have a small business, farm, or receive rental/royalty income, there are tools
below to help you gather the information we need.
Be sure to fill out the forms and provide us with supporting documents. You can scan and upload to our
secure client portal (link on website), drop them at the office or in the mail.
Click on the form needed below and:
1. Fill out the information, print and provide us a copy (or) save it to your computer and upload it to our file
in the secure client portal;
(OR)
2. Print the form, fill it out manually, and drop it off at our office or mail us a copy.
Tax Info Checklist Small Business Worksheet
Rental & Royalty Income/Expense Form Farming Operations Worksheet