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 Secure File Sharing. If you have not received an invitation to your new system as of 2021 please request one.
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
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
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 (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