Tax Season Documents

Client Tax Intake Forms for Individuals – Please complete and provide with your tax return documents.

Use Instructions:

  1. Print the  document – Individual Client Tax Intake Forms,
  2. Complete the documents,
  3. Bring when you provide your tax records to us for tax return preparation.
  4. Use this form to make it easy to know what tax documents you may need to provide us.

 

THE BELOW DOCUMENT PACKAGE IS REQUIRED BEFORE WE CAN START PREPARING YOUR RETURN—-

Intake forms and Engagement letter

Tax Intake Forms Instructions

Tax Intake Forms Instructions Video

2017 Tax Letter to Clients

Engagement Letter – Tax 2017

 Other Helpful Documents 

 – Individual

2017 Summary generic organizer with intake forms

Individual Income Tax Preparation Engagement Letter

Checklist of Items to Bring to Tax Appointment

Personal Extension Request

IRS REQUIRED QUESTIONS – DUE DILIGENCE

Client Request to Send Tax Returns and Other Info to Third Party

– Business

Organizer-Rental-Property

Organizer-Sole-Proprietorship

LLC-Tax Organizer

Partnership-Tax-Organizer

S-Corporation-Tax-Organizer

 

Extension-request-business

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