Documents & Forms

Here you will find Documents and Forms to assist you in preparing for your tax appointment. All documents are for tax  year 2015 with 2016 due dates but can be utilized in preparing for earlier years.

• 2017 Due dates and Internal deadlines

EXTENSION REQUEST INFORMATION 2016 tax return due April 18th

ALL 1040 Clients will need:

• Client Checklist Organizer and Engagement Letter (required for all new and returning clients*)
  • (*Returning clients may request a detailed personalized organizer )

SOME 1040 and business clients will need these business / industry specific checklists  (see additional documents below):

• BUSINESS professional checklist
• CLERGY checklist
• MEDICAL and similar professional checklist
• REAL ESTATE professional checklist
• RENTAL REAL ESTATE Income & Expense summary schedule
• TRADESMEN (Plumber, Electrical, Contractor etc) checklist

BUSINESS Clients will need:

• SIMPLE Business entity checklist with Engagement Letter
• CORPORATE 1120 or 1120S Organizer with Engagement Letter
• PARTNERSHIP 1065 Organizer with Engagement Letter
• 1099 filing requirements and data input sheet
• Engagement letter (required for all new and returning clients)

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)