Resources
The forms below will help you provide information needed to prepare your tax returns, and to gather/organize your tax documents prior to forwarding them to me.
The Tax Year Questionnaire and Engagement Letter is an annual form and must be completed each tax season. The Questionnaire changes every year as tax laws change, so please use the most current Questionnaire from the website. If you use an Annual Tax Organizer, the questionnaire included with the Organizer can be completed instead of the Questionnaire.