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.Client Intake Forms (Required) Due Diligence ChecklistSmall Business OrganizerAuto and Home Expense OrganizerRental Property Tax OrganizerFarm Income Tax OrganizerSubmitting DocumentationDocuments to ProvideTips & Fees Schedule an Appointment Have questions? Ready to get started? Schedule a time today. Schedule Have a Question Name Email Address Phone Question Thank you! Oops!