Client Forms & Links
Personal & Schedule C Taxes — Client Intake Form
This combined intake form is for individuals and families, including clients with self-employment, freelance, independent contractor, gig work, or small business income.
It gathers your basic taxpayer information and provides checklists for income documents, personal deductions, business expenses, and mileage records. Please complete pages 2–4 as fully as possible. The remaining pages are primarily a guide to what you should gather before tax preparation. Complete those sections only if you have the applicable information.
The PDF can be filled out on your device or printed and completed by hand.
---CLICK HERE TO DOWNLOAD — FILLABLE PDF
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