Clients Paperwork Please print and fill out as needed, then upload the CLIENT PORTAL! Thank you! Organizer 2024-2025Download Questionnaire 2024Download 2024-2025 List of Items to Bring Download Engagement Letter 2024-2025Download Asset DescriptionDownload Itemized Deductions SCHADownload Farming P&LDownload Other Income & AdjustmentsDownload Dependent Information & EstimatesDownload Sale of HomeDownload Farm Rental Income & ExpensesDownload Profit & Loss from BusinessDownload Rental Income & ExpensesDownload Auto Expenses & Business Use of HomeDownload Drake Secure Portal- now has an APP Tax-Protection-PlusDownload
