Resources
Tax guides and client information
Use these resources to prepare for your Blue Bear appointment.
2025 Tax Guide
The current guide includes the tax organizer, questionnaires, deductions, business worksheets, and Cub Club agreement.
Open PDF GuideNew Client Intake
Complete the safe preliminary online intake. Sensitive records will be requested separately through the protected client workflow.
Start Online IntakeSecurity reminder: Do not send completed organizers, tax documents, IDs, or bank information through ordinary email or the public contact form.