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Client Organizers

Due to client interest, we've added the following forms to assist our clients in preparing their information at year end. These forms are a good guideline for preparing the information you and your accountant will need at tax time. They can be printed using the Adobe Acrobat program.

Questionnaire

General Information

Interest and Dividends

Income Adjustments (Education Moving)

Itemized Deductions and Estimates

Business Income and Expense

Rent and Royalty Income and Expense

Farm Income and Expense

Farm Rental Income and Expense

Note: To view and print forms you will need Adobe Acrobat ReaderĀ® which can be downloaded free from their website.