Client Questionnaire  Individual Worksheets   2011 Client Questionnaire     Please click on the link below to download a copy of this years client questionnaire. Download Printable Form - Click Here            Download Fill-able Form - Click Here    By completing this questionnaire you assist us in making sure we have all the facts and details of your current year so we can make sure we are taking all income and deductions into account when filing your personal tax return.

Client Worksheets   2011 Client Organizer  Please click on the links below to download this years client organizer. Pages 1-5  - Download Printable version of the organizer. Pages 1-5  - Download Fill-able version of the organizer. You can also download a single sheet below: Printable Fill-able Page 1 Page 1 Page 2 Page 2 Page 3 Page 3 Page 4 Page 4 Page 5 Page 5    Consent to Disclosure of Tax Return Information   Download    Instructions for completing the Consent to Disclosure of Tax Return Information form:   This consent form is a fill-able downloadable .pdf form that can be electronically signed if your software is capable of creating a digital signature. If your software is not capable then we will need a signed consent form that is either scanned after you have signed the form or fax a copy of the consent form to our office before federal law legally allows anyone in our office to release any tax information to a third party.     You are not required to complete this form.  However, if you request your tax information to be released to a third party we are required to have a copy of this consent form before we are allowed to release any informtion to that third party.  Please complete each field in the consent form. If the duration of consent dates are not completed within the form your consent is valid for one year after the date you signed the form.

Business Worksheets Business Worksheets  Please scroll down the page for links to our business worksheets and downloadable forms.                 Consent to Disclosure of Tax Return Information  Download  Instructions for completing the Consent to Disclosure of Tax Return Information form:  This consent form is a fill-able downloadable .pdf form that can be electronically signed if your software is capable of creating a digital signature. If your software is not capable then we will need a signed consent form that is either scanned after you have signed the form or fax a copy of the consent form to our office before federal law legally allows anyone in our office to release any tax information to a third party.    You are not required to complete this form.  However, if you request your tax information to be released to a third party we are required to have a copy of this consent form before we are allowed to release any informtion to that third party. Please complete each field in the consent form. If the duration of consent dates are not completed within the form your consent is valid for one year after the date you signed the form.   Non Profit Business Questionnaire Download   Instructions for completing the Non Profit Business Questionnaire: This questionnaire is a fill-able downloadable form that can be electronically signed if your software is capable of creating a digital signature. If your software is not capable then we will need you to sign the questionnaire and either scan it after you have signed the questionnaire or fax a copy of the questionnaire to our office so we can keep it in your tax return file. Please contact us if you have any questions.