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Client Forms for LIBA Services

We look forward to helping reduce your stress from tax season.

New and existing client forms can be downloaded from this page.

New Client Form

We know your time is valuable. If you would like to provide some information prior to our initial client meeting, we can help you get back to your day. Simply download the form and bring a completed copy to your initial meeting with a LIBA professional.

Annual Client Organizer

Let us help you stay organized. Here is a sample organizer packet that new clients can download to get a head start on putting together their information. Personalized organizer packets are sent to existing clients in January each year. Download the form here.