2025 New Clients and Organizers

Please select and complete the appropriate form below based on your situation. If you would prefer to submit the information electronically, please give the office a call so we can through a secure exchange platform.

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New Client Application:

For new clients looking to start with our firm.

Tax Year 2025 New Client Organizer:

For new client’s personal tax preparation.

Tax Year 2025
Partnership and LLC Organizer:

For clients with a partnership or an LLC.

Tax Year 2025
Rental Organizer:

For clients who own rental properties.

Tax Year 2025
Farm Income Organizer:

For clients who need to report farm-related income.

Tax Year 2025 Self-Employed & Single Member LLC Organizer:

For self-employed individuals or single-member LLC owners.

Tax Year 2025
S-Corporation Organizer:

For clients with an S-Corporation.

Tax Year 2025
C-Corporation Organizer:

For clients with a C-Corporation.

If you have any questions or need guidance, please contact us directly at (319) 545-2215. We are happy to assist you!

(319) 545-2215 Apply as a New Client
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Have questions? We’re here to help! Give us a call, and our team will be happy to assist you.

(319) 545-2215
Client Portal Login
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