We use the following PDF documents to help you communicate your tax information to us. To view, fill out and/or print them, you will need Adobe Acrobat Reader Version 9 or higher which is available here.

As part of our interview process we require all clients to fill out our standard questionnaire. If you feel that your tax situation is simple then use our EZ questionnaire.

2011 Standard client questionnaire with checklist (5 pages)
2011 EZ client questionnaire (1 page)

If you need assistance or have questions contact us.

If you have a lot of deductions, you might want to look at the following questionnaire.

Personal deductions questionnaire

Use can also use this checklist to make sure you bring all you need to your appointment.

What to bring list

Although many of our clients use spreadsheets or bookkeeping software such as Quickbooks to track self-employment and rental property information, it is not required. As an alternative you can use the following organizers to summarize income and expenses.

Business income/expense organizer

Business use of home organizer

Rental income/expense organizer


All content and images © 2012 Advisor Tax Services, Stowe, Vermont, Professional year-round tax planning and income tax preparation