Client Forms

Download Your Client Information Sheet

Select the appropriate tax-year form below. Download the PDF to your computer, complete it, then print it or email the completed form to RE Duncan & Co.

1
Download Save the appropriate PDF to your computer.
2
Complete Fill out the form on your computer.
3
Send or Print Email it or bring a printed copy to our office.
PDF

2025 Client-Info Sheet

Download and complete the client information sheet for 2025 tax preparation services.

Download 2025 Form
PDF

2024 Client-Info Sheet

Download and complete the client information sheet for 2024 tax preparation services.

Download 2024 Form
After completing your form: Print it and bring it to RE Duncan & Co., or email the completed file to rduncan@redcpa.biz. Please do not email Social Security numbers, bank account numbers, or other sensitive documents unless you have been instructed to use a secure method.