Required Forms for Tax Preparation

In order to make sure that we can prepare your return for you, please read the taxpayer instructions below.

There are two forms that MUST be filled out before we can prepare your taxes for you. These forms ask for information about you and everyone else on your tax return. They also ask about all of your sources of income and any expenses that you had that will help us in preparing an accurate return for you. Fill out the forms online then print them out and bring them with you to your tax appointment. 

If you are unable to print your forms, the forms, including the taxpayer instructions, are available at the front desk of the site where your appointment is scheduled, during their regular hours.

Click on each  highlighted item below to open  and download the information:

1. TAXPAYER INSTRUCTIONS - Read these instructions to make sure that you have all of the information we need in order to prepare your tax return. Also,  check that we are able to prepare your return for you. There are some returns that we cannot prepare

2. FEDERAL INTAKE BOOKLET - This form is 8 pages long. Please fill out the entire form, answering all the questions (except the areas in gray that are labeled for a "Certified Volunteer Preparer." This form can be downloaded and then filled out on your computer before printing.

3. WISCONSIN INFORMATION SHEET - This form is two pages long. It can be downloaded and then filled out on your computer before printing.