Tax Client Intake Forms
Our client datasheet will help you organize your tax information and ensure you don't miss any critical 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 farm, please complete the additional organizer.
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.
