Elk River, MN

Document library

Forms for your appointment

Find the organizer that fits your situation, fill in what you can, and call us if you're not sure about something.

Upload through portal Ask what to bring

For your appointment

Tax organizers for individuals and businesses.

Choose the one that best matches your return. When it's ready, upload it with your documents through the secure portal.

What documents do I need for my tax appointment?PDF Individual Tax OrganizerPDF Sole Proprietorship Schedule C OrganizerPDF LLC and Corporation Tax OrganizerPDF

Bookkeeping and giving

Helpful forms for bookkeeping and charitable gifts.

Completing these ahead of time helps us spend less time tracking down details and more time reviewing your situation.

Bookkeeping Services OrganizerODT Noncash Charitable Donation GuidePDF