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!
Client Letter TY24 (pdf)
Download1. Drop-off Worksheet TY2024 (pdf)
Download2. General Engagement Letter TY2024 (pdf)
DownloadEasy Business Expense Worksheet 2024 (pdf)
DownloadDaycare Providers Income & Expense Brochure 2024 (pdf)
DownloadFarm Expenses Worksheet 2024 (pdf)
DownloadRental Income & Expenses Worksheet 2024 (pdf)
DownloadRental Property Organizer 2024 (pdf)
DownloadIndividual Tax Organizer (Detailed) 2024 (pdf)
DownloadDetailed Business Income & Expense Worksheet 2024 (pdf)
DownloadEnergy & Vehicle Credits 2024 (pdf)
DownloadDivorce and Taxes 2024 (pdf)
DownloadDependent or Not Questions 2024 (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
January 27th, 2025 - April 25th, 2025
Mon - Fri: 9am - 8pm
Saturdays: 9am-2pm
Month of May 2025
Mon/Wed/Fri: 11am - 6pm
June - December 2025
Monday- Wednesday- Friday 11am-4pm