Individual Tax

Individual Income tax returns are due April 15th. Extensions will allow an additional six months to complete the return.

If you are a new income tax client we ask that you submit the new client form below prior to your arrival for your appointment to provide us with some basic information about you and your family. We also ask that you bring the past couple of year’s returns if available for our review. If you are an existing income tax client and you did not receive a packet or you have misplaced yours please use the client packet below as a guide. If you had any activity beyond this basic packet please contact our office and we will get you your actual packet for the upcoming tax return to be prepared.

If you have itemized deductions, rental property, a farm or a small business you will find links below to some worksheets and lists that we feel may be helpful for you as you gather information to have your tax return prepared.

Resources and Downloadable Forms