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 the link at the top right of the page 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.***