All Clients must complete the five documents in the Annual Tax Documents file.

1. Annual Client Information (PDF)
2. Read the Engagement Agreement (PDF) and SIGN Acknowledgement Statement (PDF)
3. Annual Questionnaire (PDF)
4. Assurance Program (PDF)

Clients with children or dependents

1. Child Questionnaire (PDF)

Students – College or High School students attending college.

1. Annual Client Information (PDF)
2. Read the Engagement Agreement (PDF) and SIGN Acknowledgement Statement (PDF)
3. College Students Only (PDF)

Unmarried Individuals with Children that might qualify for Head of Household

1. Head of Household Questionnaire (PDF)