Tax Season Documents

Client Tax Forms Individuals & Businesses:

Use Instructions:

1. Print or complete online the  document – 2020 Tax Organizer Intake Forms- this form is fillable
2. Review and sign the 2020 Individual Income Tax Preparation Engagement Letter
3. Load documents to your portal or fax them to 314-594-5980 **DO NOT Email Completed copies back to us**
4. Use this form to make it easy to know what tax documents you may need to provide us.

Individual Forms:

2020 Individual Income Tax Preparation Engagement Letter

2020 Tax Organizer Intake Forms – Fillable

 

Personal Extension Request

IRS Required Due Diligence

 

Business Forms:

Partnership Income Tax Preparation Engagement Letter

Rental Real Estate Organizer

LLC -Sole Proprietor Organizer

Farm 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