- PDF 2025 Intake Form
- Checklist of Possible Tax Documents
- Direct Deposit/Auto-Debit Form
- Schedule C Organizer (self-employment/1099 business income/expenses) SPREADSHEET VERSION / PDF VERSION
- Schedule A Organizer (itemized deductions, NOT business expenses)
- Schedule E Organizer (rental income)
- 2026 Self-Employment Income/Expense Tracker (you must 'make a copy' to edit)
- Client Service Agreement