What to Bring to Your Appointment

Get a jump start on the intake forms at Stadler! Feel free to download these forms ahead of time to save some stress before your appointment.

Use the Checklist to double-check that you have all the information you need for your taxes. The Personal Tax Intake Forms are the sheets needed for your Personal Tax Return, including if you have a Schedule C. Use the Business/Entity Intake Forms if you have an S-Corp, Partnership, Trust, Estate, or LLC Entity.

If you'd like to fill out Income and Expense Worksheets (or were asked by your tax advisor to do so), click here to go to our Income and Expense Worksheet Page. There, you'll find worksheets for Rentals, Self-Employment, and Farms.


***We still will need your official tax forms to verify the information on your forms. So, please make sure to bring them in for your appointment.***

Did your Tax Advisor ask you to fill out Form 8332 for authorizing your right to claim a dependent?

For your convenience, you can get that form here:

Are we filing an extension for your taxes this year? If so, the below document is our disclaimer about Extensions. Please read through this as it holds information you'll need to know about your extension.

Read our Privacy Policy below or click HERE to view and download.

Your privacy is important to us. Please read the following privacy policy.


We collect nonpublic personal information about you from various sources, including:

  • Interviews regarding your tax situation

  • Applications, organizers, or other documents that supply such information as your name, address, telephone number, Social Security Number, number of dependents, income and other tax-related data

  • Tax-related documents you provide that are required for processing tax returns, such as Forms W-2, 1099R, 1099-INT and 1099-DIV, and stock transactions

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as requested by our clients or as required by law.

We restrict access to personal information concerning you, except to our employees who need such information in order to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your personal information.

If you have any questions about our privacy policy, contact our office.

Thank you,

Stadler and Company Team