2018 Tax year Individual Engagement Packet  - This packet includes all the forms that we require to be signed and returned to our office before we prepare your 2017 individual tax return (Form 1040).

2018 Individual Alerts - Please read this one page information sheet for some important notices related to your 2017 tax return.

2018 Tax Year Entity Engagement Packet - This packet includes all the forms that we require to be signed and returned to our office before we prepare your 2017 entity tax return  (Form 1065, Form 1120, or Form 990).

2018 Business Alerts - Please read this one page information sheet for important notices related to your business or organization.

2018 Tax Organizer - This organizer can be helpful to gather and organize your tax information.  

Privacy Policy Disclosure - Your Privacy is very important to us.  This document discusses our privacy policies.

Client Contact Information Change Form - We want to stay in touch with you! Please fill out this Adobe PDF fillable form when you have a change in address, phone number, e-mail address, or other changes you want to let us know about.