Forms to Download & Complete Before Your Appointment

Below are several forms that you can fill in and print out at home, if you are interested.

All clients must fill out the Intake Interview & Quality Review Sheet, which is the yellow form that we provide in our waiting room. You can also look through the other files and see if they may apply to your tax situation.

Intake Interview & Quality Review Sheet

Education Credits Worksheet (fillable) rev. 2024-12-04

Self-Employed Sch C Worksheet (fillable) TY25

Qualified Overtime Deduction Worksheet

Qualified Tip Deduction Worksheet  Use if you received a W2

Qualified Tip Deduction Worksheet Use if you are self-employed

Vehicle Loan Interest Worksheet 

Fillable CO Durable Power of Attorney Form  This form must be notarized. Use if you are doing taxes for a spouse or adult family member who cannot be there with you.