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Tax Season Documents

Client Tax Forms Individuals & Businesses:

Use Instructions:

  1. Print the  document – Individual 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.

 

Combined intake form packet with the engagement letter

Generic Individual Organizer

Personal Extension Request

IRS Required Due Diligence

 

Businesses:

Organizer-Rental-Property

Organizer-Sole-Proprietorship

LLC-Tax Organizer

Partnership-Tax-Organizer

S-Corporation-Tax-Organizer

Extension Request – Businesses

 

Tools For Businesses:

Daily paper tax-diary

Excel tax-diary-summaries

 

 

 

 

 

 

*************************OLD 2017 Forms***********************************************************

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

 

 

Extension-request-business

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