Documents & Forms
Here you will find Documents and Forms to assist you in preparing for your tax appointment.
All documents and forms can be securely submitted to us via SecureFilePro
ALL 1040 Clients will need to complete ONE of the following:
- Return year 2019 or 2020 (due in 2019 or 2020)
- Individual Client organizer & Engagement letter Organizer and signed engagement letter is required from ALL clients.
- Returning clients can request an organizer prepopulated with prior year data.
- Return year 2017 & earlier (due in 2018 or prior years)
- 2017 & Earlier Client Checklist Organizer and Engagement Letter signed engagement letter is required from ALL clients.
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 – 2019 returns due April 15, 2020. 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.
. Filing an Extension READ THIS before filing an extension
BUSINESS Clients may need:
- S-Corporation Client Organizer & Engagement Letter
- Partnership Client Organizer & Engagement Letter
- 1099 Filing requirements and input sheet
- Engagement Letter (required for all new and returning clients)
BUSINESS Industry specific information:
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 Tax Cuts and Jobs Act (New tax laws as of 2018 tax year starting with returns due 2019)
- New Tax Law – 2018 Significant changes summarized
- New Tax Law – Individuals
- New Tax Law – Retirement and savings
- New Tax Law – Corporations
- New Tax Law – Depreciation
- New Tax Law – 20% QBI Deduction
- New Tax Law – Employer considerations
- New Tax Law – Excess business loss / NOL
Informative Fliers Personal (Scroll down for Business Fliers)
- 2019 Tax Facts & 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
- Dependent Support Worksheet
- Divorce
- Estimated Taxes
- Filing an Extension
- Filing Status (Single, Married Joint, Married filing Separate, Head of Household, Surviving Spouse)
- Foreign Bank and Financial Accounts
- High Income Tax Payers
- 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
- Stock Options / Same Day Stock Sales
- Social Security benefits taxable
- Social Security & Medicare
- Tax Scams DON’T BE A VICTIM
- Tipped employees
Informative Fliers Business
- Business Entity Comparison
- Business Entity Pros & Cons
- Business Owners
- Business Use of Vehicle / Mileage & Expense log
- Crowd Funding
- Employee V Contractor
- Employee Expense Reimbursements
- Estimated Taxes
- Fringe Benefits
- Hobby V Business
- Home Office
- Inventory & Cost of Goods Sold
- Limited Liability Company LLC
- Partnership
- Record Keeping
- Rentals
- Repairs V Improvements
- S-Corporation
- Self Employment Tax