Tax Client 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) Due Diligence ChecklistSmall Business OrganizerRental Property Tax OrganizerFarm Income Tax OrganizerAuto and Home Expense OrganizerSubmitting DocumentationDocuments to ProvideTips & Fees Have a Question Name Email Address Phone Question Thank you! Oops!