Data Collection

Please click on the PDF form you would like to download.  Should you have any difficulities, please do not hesitate to contact our office.


Engagement Letter & Fee Schedule  

Things To Bring List 

Itemized Deductions  


Notice January 2018

Sole Proprietorship Business Income

Rental Income Schedule 

Employment Credits 

If you would like a tax organizer sent to you, which includes your personal data from the prior year, please call the office at 760 438-4030 or email us at