The forms below will help you provide information needed to prepare your tax returns, and to gather/organize your tax documents prior to forwarding them to me.
The Tax Year Questionnaire and Engagement Letteris an annual form and must be completed each tax season. The Questionnaire changes every year as tax laws change, so please use the most current Questionnaire from the website. If you use an Annual Tax Organizer, the questionnaire included with the Organizer can be completed instead of the Questionnaire.
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)
Portals (formerly 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 Portals/SecureFilePro™ site.
Portals 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 Portals, please let us know so we can grant you access before you send your documents.
CTEC # A246502