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Tax Client Intake Forms

Income tax services and clients intake forms

Our client datasheet will help you organize your tax information and make sure you don't miss any important deductions during tax preparation.  

Please complete the following steps:
1. Complete our "Client Intake Forms" below. If you have a small business, rental property or a farm please complete the additional organizer as well.
2. Review the "Tax Preparation Checklist" for a list of supporting documents that you might have received.
3. To schedule a time for us to visit please call 816-220-2001 or schedule online

4. Bring the completed client datasheet and all supporting documents to your appointment or you may upload them to our Secure Client Portal.

Client Intake Forms(Required) 

Summary Tax Organizer

Personal Tax Preparation Checklist

Small Business Organizer

Small Business Tax Preparation Checklist

Rental Property Tax Organizer

Farm Income Tax Organizer

Auto Expense Worksheet

Business Use of Home Worksheet

Submitting Documentation

Documents to Provide

Self Employed Information to Provide

Tips & Fees



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