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Our Forms

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).


News & Information

  January 2017 Newsletter.pdf


Consent Forms & Engagement Letters

Consent to Use of Tax Information.pdf
Allows us to keep in touch with you throughout the year

Consent to Disclose Tax Information.pdf
Allows us to share information with third parties (e.g. mortgage brokers, financial planners, etc)

Consent to Request Tax Information
Allows us to request information from third parties

2016 Engagement Letter-Individual.pdf

2016 Individual Tax Organizer & Helpful Resources

Blank Organizer for New Clients 


Supplemental Worksheets

Day Care Operator Worksheet

Home Office Worksheet 

Rental and Royalty Worksheet

Self Employed Worksheet

Vehicle Expense Worksheet

Other Resources

MN K-12 Education Expenses Fact Sheet

MN K-12 Education Expenses Home School Supplement

MN Eligibility Requirements for the Homestead Credit

Certificate of Rent Paid and Instructions

Valuation for Items Donated to Local Charities

Reporting Gambling Activity


2016 Small Business Questionnaire & Resources

                         Small Business Questionnaire

Information Sheets

Forms 1099-Misc Filing Requirements

Home Office Rules

Vehicle Expense Rules

Use Tax Rules

Sales Tax Rules


Self Employed Worksheet

1099 and Sales Tax Worksheet

Home Office Worksheet

Vehicle Expense Worksheet