Documents & Forms
Here you will find Documents and Forms to assist you in gathering your documents.
All documents and forms can be securely submitted to us via Secure File Sharing. Returning clients may click this link to access their secure portal (new clients will receive an invitation to join after their new client call).
It’s Tax Time Again! What you can expect:
- Annual tax season message – please review our office processes and procedures
- Tax Document Checklist 1040 Personal – to assist you in gathering your documents
ALL 1040 Clients will need to complete ONE of the following:
- Current return year
- Individual Taxpayer Organizer – Organizer and signed engagement letter is required from ALL clients.
- Returning clients can request an organizer prepopulated with prior year data.
SOME 1040 Clients may need to complete the following:
- RENTAL PROPERTY Fillable Income & Expense summary & information (Schedule E)
- SMALL BUSINESS or MULTILEVEL MARKETING Income and Expense (Schedule C)
NEW CLIENT EXTENSION REQUEST – If you are a new client and need an extension please complete this Extension request form for new clients. An extension give you until October 15th to file a personal tax return. An Extensions DOES NOT extended the time to pay your taxes due.
- Extending Your Individual Income Tax Return READ THIS before filing an extension
BUSINESS Clients may need:
- S-Corporation Client Organizer
- Partnership Client Organizer
- 1099 Filing requirements and input sheet
- ENGAGEMENT LETTER(required for all new and returning clients)
BUSINESS Industry specific information:
- Clergy – Religious Workers
- Day Care Provider
- On Demand Drivers UBER & LYFT and similar
- Real Estate Professionals
OTHER Forms Clients frequently need / request:
- FORM W9 (For Independent Contractors to Complete)
- FORM W4 (For New Employees or Employees who want to change withholdings to Complete)
- Filing out Form W4 to determine withholdings from your paycheck
Informative Fliers Personal 2022 tax laws (Returns due April 15th 2023)
- Alternative Minimum Tax 2022
- Audits 2022
- Cancellation of Debt – Insolvency 2022
- Capital Gains and Losses 2022
- Consumer Credit 2022
- Death of a Taxpayer 2022
- Dependent Support Worksheet 2022
- Divorce and Taxes 2022
- Education Tax Benefits 2022
- Estimated Taxes 2022
- Families With Children 2022
- Filing Status 2022
- Foreign Bank and Financial Accounts 2022
- Fringe Benefits 2022
- Gift Tax 2022
- Health Care Reform – Cost Sharing Reduction and the Premium Tax Credit 2022
- Health Savings Accounts (HSAs) 2022
- High Income Taxpayers 2022
- Hobby vs Business 2022
- Household Employees 2022
- Identity Theft and Your Taxes 2022
- Kiddie Tax 2022
- Like-Kind Exchanges 2022
- Moving Expenses 2022
- Multi-State Taxation 2022
- Newlywed Tax Tips 2022
- Recordkeeping for Tax Purposes 2022
- Retirement Account considerations
- Retirement Income 2022
- Early Retirement Distributions – SEPP 2022
- Individual Retirement Accounts – Backdoor Roth IRA 2022
- Individual Retirement Accounts – Beneficiaries of IRAs and Qualified Plans 2022
- Individual Retirement Accounts – Qualified Charitable Distributions (QCD) 2022
- Individual Retirement Accounts – Required Minimum Distributions (RMDs) 2022
- Individual Retirement Accounts – Roth IRAs 2022
- Individual Retirement Accounts – Traditional IRAs 2022
- Pension Income Planning 2022
- Saving for Retirement 2022
- Reverse Mortgages 2022
- Sale of a Principal Residence 2022
- Social Security and Medicare 2022
- standard_vs_itemized_deduction_2022
- Itemized Deductions Casualty and Theft Losses 2022
- Itemized Deductions – Taxes Paid 2022
- Itemized Deductions – Medical Expenses 2022
- Itemized Deductions – Interest Paid 2022
- Itemized Deductions – Homeowners 2022
- Charitable Contributions Recordkeeping Requirements 2022
- Charitable Contributions Noncash FMV Guide 2022
- Charitable Contributions Guide 2022
- Stock Options – Same Day Sales 2022
- Tax Facts and Figures 2022
- Taxable Social Security Benefits 2022
- Taxpayers Who Receive an IRS Notice 2022
- Tipped Employees 2022
- Virtual Currency (Cryptocurrency) 2022
- What Should You Do If You Can’t Pay Your Taxes 2022
Informative Fliers Business 2022 tax laws (Returns due March 15th, April 15th and May 15th 2023)
- Business Entity Considerations
- Business Use of Home 2022
- Buy-Sell Agreements 2022
- Crowdfunding 2022
- Employee or Independent Contractor 2022
- Excess Business Loss and Net Operating Loss (NOLs) 2022
- Farm Inventory and Accounting Methods 2022
- Farm Vehicles and Fuels 2022
- Form 1099-MISC and Form-NEC Reporting 2022
- Inventory and Cost of Goods Sold 2022
- Mileage and Expense Log 2022
- On Demand Drivers UBER & LYFT and similar
- Qualified Business Deduction Income 2022
- Repairs vs Improvements 2022
- Self-Employment Tax 2022
- Small Business Health Care Tax Credit 2022
- Vehicles – Business Use 2022
Informative Fliers Personal 2021 tax laws (Returns due April 15th 2022)
- Advance Child Tax Credit 2021
- Business Use of Home 2021
- Cancellation of Debt – Insolvency 2021
- Capital Gains and Losses 2021
- Crowdfunding 2021
- Death of a Taxpayer 2021
- Dependent Support Worksheet 2021
- Divorce and Taxes 2021
- Education Tax Benefits 2021
- Estate Tax Form 706 2021
- Estimated Taxes 2021
- Extending Your Individual Income Tax Return 2021
- Families With Children 2021
- Foreign Bank and Financial Accounts 2021
- Gift Tax 2021
- Health Savings Accounts HSAs 2021
- High Income Taxpayers 2021
- Hobby vs. Business 2021
- Household Employees 2021
- Identity Theft and Your Taxes 2021
- Kiddie Tax 2021
- What Should You Do if You Cant Pay Your Taxes 2021
- Audits 2021
- Taxpayers Who Receive an IRS Notice 2021
- Multi-State Taxation 2021
- Moving Expenses 2021
- Retirement Accounts
- Saving for Retirement 2021
- Individual Retirement Accounts – Backdoor Roth IRA 2021
- Individual Retirement Accounts Beneficiaries of IRAs and Qualified Plans 2021
- Individual Retirement Accounts – Kinds of IRAs and Prohibited Transactions 2021
- Individual Retirement Accounts – Qualified Charitable Distribution QCD 2021
- Individual Retirement Accounts – Required Minimum Distributions RMDs 2021
- Individual Retirement Accounts – Roth IRAs 2021
- Individual Retirement Accounts – Traditional IRAs 2021
- Retirement Income 2021
- Reverse Mortgages 2021
- Sale of a Principal Residence
- Standard vs. Itemized Deduction 2021
- Stock Options – Same Day Sales 2021
- Taxable Social Security Benefits 2021
- Tax Scams – Protect Yourself 2021
- Tipped Employees 2021
- Virtual Currency Cryptocurrency 2021
Informative Fliers Business 2021 tax laws (Returns due March 15th, April 15th and May 15th 2022)
- Business Entity Comparison Chart 2021
- Business Entity Pros and Cons 2021
- Business Owners
- Business Use of Vehicle / Mileage & Expense log 2021
- Employee or Independent Contractor 2021
- Expense Reimbursements for Employees 2021
- Estimated Taxes 2021
- Fringe Benefits 2021
- Hobby vs. Business 2021
- Business Use of Home 2021
- Inventory Cost of Goods Sold 2021
- Net Operating Loss NOL AND Excess Business Loss 2021
- Partnerships 2021
- Qualified Business Income Deduction 2021
- Recordkeeping for Tax Purposes 2021
- Rentals
- Repairs vs. Improvements 2021
- S Corporations 2021
- Self-Employment Tax 2021
2020 COVID-19 THINGS YOU NEED TO KNOW:
- Coronavirus COVID-19 Legislation – Individuals 2020
- Coronavirus COVID-19 Legislation – Businesses 2020
- Unemployment and COVID-19 Stimulus Payments 2020
Informative Fliers Personal 2020 tax laws (Scroll down for Business Fliers)
- 2020 Tax Facts and Figures
- Alternative Minimum Tax
- Cancelation of Debt – Insolvency
- Can’t Pay Your Taxes?
- Capital Gains and Losses
- Children
- Children’s Taxes / Kiddie Tax
- College / Education tax benefits
- Crowdfunding
- Death of a Taxpayer
- Dependent Support Worksheet
- Divorce
- Estate Tax Form 706
- Estimated Taxes
- Extending Your Individual Income Tax Return
- Filing Status (Single, Married Joint, Married filing Separate, Head of Household, Surviving Spouse)
- Foreign Bank and Financial Accounts
- Gift Tax
- High Income Tax Payers
- Health Savings Accounts HSAs
- Hobby V Business
- Home Office
- Home Sale – Residence
- Household Employees
- Identity Theft and your taxes
- IRS Audit
- IRS Notice
- Multi-State Taxation
- Moving Expenses
- Retirement Accounts
- Retirement Income
- Reverse Mortgage
- Standard vs Itemize Deduction
- Itemized Deduction – Charitable Contribution Guide
- Itemized Deduction – Charitable Non-Cash Value Guide
- Itemized Deduction – Charitable Contributions Recordkeeping Requirements
- Itemized Deduction – Casualty & Theft Losses
- Itemized Deduction – Home Owners Itemized Deduction – Interest Paid
- Itemized Deduction – Medical Expenses
- Itemized Deduction – Taxes Paid
- Stock Options / Same Day Stock Sales
- Social Security benefits taxable
- Social Security & Medicare
- Tax Scams DON’T BE A VICTIM
- Tipped employees
- Virtual Currency Cryptocurrency
Informative Fliers Business
- Business Entity Comparison
- Business Entity Pros & Cons
- Business Owners
- Business Use of Vehicle / Mileage & Expense log
- Crowdfunding
- Employee V Contractor
- Employee Expense Reimbursements
- Estimated Taxes
- Fringe Benefits
- Hobby V Business
- Home Office
- Inventory & Cost of Goods Sold
- Limited Liability Company LLC
- Net Operating Loss NOL AND Excess Business Loss
- Partnership
- Qualified Business Income Deduction
- Rental Real Estate QBI Safe Harbor 2020 Record Keeping
- Rentals
- Repairs V Improvements
- S-Corporation
- Self Employment Tax