The forms below will help you better prepare for your tax appointment and save you money on your income tax preparation fees.

Brun’s Tax Service Appointment Resources:

  • Tax Year Questionnaire and Engagement Letter (.DOC, .PDF)
  • Tax Year Dependent Questionnaire (.DOC, .PDF)
  • Your Tax Appointment (.PDF)
  • Our Privacy Policy (.PDF)
  • Protecting your Identity (.PDF)

SecureFilePro™ access provided free of charge by Brun’s Tax Service:

Looking for a way to safely upload your tax documents rather than coming by the office or sending them in the mail? You can easily upload, download and store all your tax documents securely to Brun’s Tax Service SecureFilePro™ site.

SecureFilePro™ is a secure client file exchange web portal, allowing us to exchange confidential documents securely and conveniently. Client information and files are always protected by tough, industry-standard security measures.

If you would like to upload documents via SecureFilePro, please let us know so we can grant you access before you send your documents.

Be an Animal Advocate:

Why wait? Call or email me. Let’s schedule your appointment today!

or (661) 799-8829

CTEC # A246502