Individuals

• 2022 Tax Packet Cover Letter (PDF)
• 2022 Organizer (PDF)
• 2022 Mandatory Questionnaire (PDF)
• Bank Information Form (PDF)
• 2022 Individual Engagement Letter (PDF)
• Consent to Use of Tax Return Information (PDF)

• Consent to Request Financial Information (PDF)
• Consent to Disclosure of Financial Information (PDF)
• Self Employed Worksheet (PDF)
• Home Office Worksheet (PDF)
• Vehicle Expense Worksheet (PDF)
• Rental and Royalty Worksheet (PDF)

Estates and Trusts

• Estate and Trust – Form 1041 and / or 706 Organizer – First Year Client (PDF)
• 2022 Fiduciary Tax Engagement Letter (Form 1041) (PDF)
• Form 1041 Organzier – Ongoing (PDF)
• 2022 Form 1041 Questionnaire (PDF)
• 2022 Estate Tax Engagement Letter (Form 706) (PDF)