top of page
Office-BG-01_edited_edited.jpg

GETTING STARTED

This page includes all of the forms you will need to complete before your appointment.

What We Need From You To Complete Your Taxes

  1. Copy of photo ID for all individuals filing taxes (we can make the copies in the office)

  2. Copy of Social Security card for everyone on the return (including children – we can make the copies in the office)

  3. All of your tax applicable information

  4. ProAcct Financial forms filled out (Intake Interview Sheet, Engagement Letter and Privacy Disclosure, Bank Information sheet)

CONTACT US

Thanks for submitting! We will be in touch soon!

910 Bluff Street, Fulton, MO, 65251​

Tel: 573-642-1800

Email: info@BPandT.com

Hours: Monday - Friday: 9:00am - 5:00pm

Saturday: 9:00am - 2:00pm (by appt)

© 2025 Payroll, Bookkeeping and Payroll, LLC. All rights reserved. 

bottom of page