Home » What to Bring to Tax Appointment

Ok, you’ve scheduled your tax preparation appointment with Ulrich & Associates, now what?  Which documents should you bring to the office?

To help you get organized for your appointment, we offer these forms to help.  Although not everything listed on these documents will apply to you, it’s a good idea to read each item to make sure you’re not overlooking any documentation that may not be top-of-mind.  If you have any questions, feel free to give us a call at (801)627-2100

Click the images to open up a PDF for downloading and printing.  You can either bring these in with you or upload the filled-out forms in our tax document submission page. (click here

Dropping Off Your Taxes?

No problem, print and fill out the forms and include them with your tax documents to be dropped off!


Client Engagement Letter
Tax Organizer and Questionnaire