Jodee Paape & Associates, LLC
 

If you'd like a copy of our organizer or any of the other forms available click on their icon below.(Adobe Reader required - If you do not have Adobe Reader, you may download a free copy from the following:   Adobe Link)

THE NEW 2009 FORMS ARE NOW AVAILABLE...

2009 Organizer

Worksheets for special situations:

Vehicle Expense Worksheet

Self  Employed Worksheet

Day Care Provider Worksheet

Home Office Worksheet

Rental Real Estate Worksheet

Non Cash Contribution Valuation

2009 Form CRP for Landlords

Fee Schedules:

2009 Individual Tax Return Fee Schedule

 

 Authorization Forms:

We need a consent to use your tax return information to send you newsletters, reminder postcards, tax planning suggestions,etc.  Please print out the following form, sign it and fax or mail it to us.

Consent to Use of Tax  Return Information

 At times you may want us to discuss your financial/tax situation with other advisors - for example your broker or your banker.  The IRS now requires us to obtain your written authorization to do so.  Please print out the following form, fill it out completely and fax or mail it to us.  Remember - we cannot discuss your situation with anyone else unless you specifically authorize us in writing.

Consent to Disclosure of Tax Return Information

 

 

Voice: 651.455.4621              Fax: 651.552.9641