Broker Check

Tax Client Intake Forms

Income tax services and clients intake forms

Our client data sheet 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. Click on the "Client Date Sheet" button below to bring up the data sheet in a new window. 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 data sheet and all supporting documents to your appointment or you may upload them to our Client Secure File Portal.

Client Data Sheet (Required)

Personal Tax Preparation Checklist

Small Business Tax Organizer

Small Business Tax Preparation Checklist

Rental Property Tax Organizer

Farm Income Tax Organizer 



Have a Question

Thank you! Oops!