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 2018 (due in 2019)
- Individual Client organizer is required from ALL clients.
- Return year 2017 & earlier
- 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 – 2018 returns due April 15, 2019
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)
Informative Fliers Tax Cuts and Jobs Act (New tax laws as of 2018 tax year with returns due 2019)
- New Tax Law – 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
Informative Fliers Personal
- College / Education tax benefits
- Divorce
- Estimated Taxes
- Hobby V Business
- Home Office
- Identity Theft and your taxes
- IRS Notice
- Standard vs Itemize Deduction
- Social Security benefits taxable
- Tax Scams DON’T BE A VICTIM
- Tipped employees
Informative Fliers Business