Client Forms & Links
Personal Taxes - Client Intake Form
This Personal Tax Intake Form is designed for individuals and families filing a personal income tax return, including single filers, married couples, heads of household, retirees, and taxpayers with dependents. It helps organize the basic information needed for your federal and state tax returns, such as income forms, deductions, credits, dependents, health insurance, retirement income, education expenses, and other personal tax items.
---CLICK HERE TO DOWNLOAD - PDF FORMAT
Business (Schedule C) - Client Intake Form
This Business Tax Intake Form is designed for clients who have self-employment income, independent contractor work, gig work, 1099-NEC income, small business income, or other activity that may be reported on Schedule C with their personal tax return.
This form helps organize the business information needed to properly prepare that part of the return, including income received, business expenses, mileage, home office use, equipment purchases, supplies, advertising, insurance, licenses, fees, and other costs related to operating the business.
This form is separate from the personal intake form because business income and expenses require additional details. Completing it ahead of time helps make sure the business portion of the tax return is accurate, complete, and supported by the right information.
---CLICK HERE TO DOWNLOAD - PDF FORMAT
Other Useful Tax Forms & Links
Federal:
Check Status of Federal Refund
Estimated Tax for Individuals - Form 1040-ES
Employee's Withholding Certificate - Form W-4
Request for Taxpayer Identification Number (TIN) and Certification - Form W-9
Kansas:
Check Status of Kansas Refund
Property Tax Relief for Seniors and Disabled Veterans
---Form K-40SVR (2025)
Missouri:
Check Status of Missouri Refund