Print or Pick-Up and attach our client information forms below so you can prepare for your Appointment or Drop-off.
Required Items for Drop-Off:
1. Drop-Off Worksheet
2. Signed Engagement Letter
3. Current Year's Forms & Documents
New Client? We need your last year's taxes!
1. Drop-off Worksheet TY2025 (pdf)
Download2. General Engagement Letter TY2025 (pdf)
DownloadBusiness Organizer-Detailed TY2025 (pdf)
DownloadSimplified Business Expense Worksheet TY2025 (pdf)
DownloadRental Income and Expense Worksheet TY2025 (pdf)
DownloadFarm Expenses Worksheet TY2025 (pdf)
DownloadDaycare Providers Simplified Income & Expenses TY2025 (pdf)
DownloadTipped Employees TY2025 (pdf)
DownloadDivorce & Taxes TY2025 (pdf)
DownloadEnergy and Clean Vehicle Credits (pdf)
DownloadNEW TAX LAW PROVISIONS 2025 (pdf)
DownloadBusiness Entity Comparison Chart (pdf)
DownloadEstate Planning Basics (pdf)
DownloadEstimated Taxes (pdf)
DownloadWe know that the accounting needs for each business or family are unique. Use our form to tell us more about your needs, and concerns, and we will give you a free quote on regular or one-time tax and/or accounting services.
306 1st Street West, Independence, Iowa 50644, United States
Tax Season January 19th - April 2026
Mon - Fri: 9am - 8pm
Saturdays: 9am-2pm
Month of May 2026
Mon/Wed/Fri: 11am - 4pm
Payroll; Bookkeeping; Business Start-Up/Consulting; Tax Preparation
June - December 2026
By Appointment
Payroll; Bookkeeping; Business Start-Up/Consulting; Tax Preparation