Client intake worksheets, business and payroll worksheets, and the IRS forms we most commonly need — all in one place.
Download and complete the forms below before your appointment — it saves time for both of us. Every form here can be typed into and saved right on your computer (open it with Adobe Acrobat Reader or a recent version of Chrome, Edge, or Preview) — no printing or handwriting required, though you're welcome to print and fill them out by hand instead if you prefer. If you're not sure which worksheets apply to your return, call our office at 208-523-5020 and we'll point you to the right ones.