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
- 2024 Hurricane Tax Relief
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 2024 tax laws (Returns due April 15th 2025)
- Alternative Minimum Tax 2024
- Audits 2024
- Cancellation of Debt Insolvency 2024
- Capital Gains and Losses 2024
- Consumer Credit 2024
- Death of a Taxpayer 2024
- Dependent Support Worksheet 2024
- Digital Assets 2024
- Divorce and Taxes 2024
- Education Tax Benefits 2024
- Energy and Vehicle Credits 2024
- Estate Planning Wills Probate and Transfer of Assets 2024
- Estate Tax Form 706 2024
- Extending Your Individual Income Tax Return 2024
- Estimated Taxes 2024
- Families with Children 2024
- Filing Status 2024
- Foreign Bank and Financial Accounts 2024
- Gambling Log 2024
- Gift Tax 2024
- Health Care Reform Cost Sharing Reduction and the Premium Tax Credit 2024
- Health Savings Accounts HSAs 2024
- High Income Taxpayers 2024
- Hobby vs Business 2024
- Household Employees 2024
- Identity Theft and Your Taxes 2024
- Kiddie Tax 2024
- Moving Expenses 2024
- Multistate Taxation 2024
- Newlyweds Tax Tips 2024
- Personal Representatives Estates 2024
- Recordkeeping for Tax Purposes 2024
- Retirement Account Considerations
- Retirement Income 2024
- Early Retirement Distributions – SEPP 2024
- Individual Retirement Accounts – Beneficiaries of IRAs and Qualified Plans 2024
- Individual Retirement Accounts – Kinds of IRAs and Prohibited Transactions 2024
- Individual Retirement Accounts – Qualified Charitable Distributions (QCD) 2024
- Individual Retirement Accounts – Required Minimum Distributions (RMDs) 2024
- Individual Retirement Accounts – Roth IRA Conversions 2024
- Individual Retirement Accounts – Roth IRAs 2024
- Individual Retirement Accounts – Traditional IRAs 2024
- Pension Income Planning 2024
- Saving for Retirement 2024
- Social Security and Medicare 2024
- Taxable Social Security Benefits 2024
- Reverse Mortgages 2024
- Sale of a Principal Residence 2024
- Saving for College 2024
- Standard vs Itemized Deduction 2024
- Charitable Contributions Guide 2024
- Charitable Contributions Noncash FMV Guide 2024
- Charitable Contributions Recordkeeping Requirements 2024
- Itemized Deductions Casualty and Theft Losses 2024
- Itemized Deductions – Taxes Paid 2024
- Itemized Deductions – Medical Expenses 2024
- Itemized Deductions – Interest Paid 2024
- Itemized Deductions – Homeowners 2024
- Stock Options Same Day Sales 2024
- Tax Facts and Figures 2024
- Tax Scams Protect Yourself 2024
- Taxpayers Who Receive an IRS Notice 2024
- Tipped Employees 2024
- Understanding How the IRS Contacts Taxpayers 2024
- What to do if You Can’t Pay Your Taxes 2024
- Withholding Filling Out Form W-4 2024
Informative Fliers Business 2024 tax laws (Returns due March 15th, April 15th, and May 15th 2025)
- Business Entity Considerations
- Business Expenses Worksheet 2024
- Business Industry Specific
- Business Owners
- Business Use of Home 2024
- Buy-Sell Agreements 2024
- Crowdfunding 2024
- Employee or Independent Contractor 2024
- Employer Insurance Requirement 2024
- Employing Family Members 2024
- Excess Business Loss and Net Operating Loss 2024
- Expense Reimbursements for Employees 2024
- FinCEN Beneficial Ownership Reporting 2024
- Form 1099-K 2024
- Form 1099misc and Form 1099nec Reporting 2024
- Fringe Benefits 2024
- Health Care Reform Employer Insurance Requirement 2023
- Inventory Cost of Goods Sold 2024
- Likekind Exchanges 2024
- Mileage and Expense Log 2024
- Qualified Business Income Deduction 2024
- Rentals
- Repairs vs Improvements 2024
- Rideshare Drivers 2024
- Self-Employment Tax 2024
- Small Business Health Care Tax Credit 2024
- Vehicles Business Use 2024
Informative Fliers Personal 2023 tax laws (Returns due April 15th 2024)
- Alternative Minimum Tax 2023
- Audits 2023
- Cancellation of Debt – Insolvency 2023
- Capital Gains and Losses 2023
- Consumer Credit 2023
- Death of a Taxpayer 2023
- Dependent Support Worksheet 2023
- Divorce and Taxes 2023
- Education Tax Benefits 2023
- Estimated Taxes 2023
- Estate Planning Wills, Probate, and Transfer of Assets 2023
- Extending Your Individual Income Tax Return 2023
- Families with Children 2023
- Foreign Bank and Financial Accounts 2023
- Filing Status 2023
- Fringe Benefits 2023
- Gambling Log 2023
- Gift Tax 2023
- Health Care Reform Costsharing Reduction and the Premium Tax Credit 2023
- Health Care Reform Health Insurance Marketplace 2023
- Health Savings Accounts (HSAs) 2023
- High Income Taxpayers 2023
- Hobby vs Business 2023
- Household Employees 2023
- Identity Theft and Your Taxes 2023
- Inflation Reduction Act Individual Credits 2023
- Kiddie Tax 2023
- Like-kind Exchanges 2023
- Moving Expenses 2023
- Multistate Taxation 2023
- Newlyweds Tax Tips 2023
- Personal Representatives Estates 2023
- Recordkeeping for Tax Purposes 2023
- Retirement Account Considerations
- Retirement Income 2023
- Early Retirement Distributions – SEPP 2023
- Individual Retirement Accounts – Beneficiaries of IRAs and Qualified Plans 2023
- Individual Retirement Accounts Kinds of IRAs and Prohibited Transactions 2023
- Individual Retirement Accounts – Qualified Charitable Distributions (QCD) 2023
- Individual Retirement Accounts – Required Minimum Distributions (RMDs) 2023
- Individual Retirement Accounts – Roth IRA Conversions 2023
- Individual Retirement Accounts – Roth IRAs 2023
- Individual Retirement Accounts – Traditional IRAs 2023
- Pension Income Planning 2023
- Saving for Retirement 2023
- Reverse Mortgages 2023
- Sale of a Principal Residence 2023
- Social Security and Medicare 2023
- Standard vs Itemized Deduction 2023
- Stock Options Same Day Sales 2023
- Taxable Social Security Benefits 2023
- Tax Facts and Figures 2023
- Taxpayers Who Receive an IRS Notice 2023
- Tipped Employees 2023
- Understanding How the IRS Contacts Taxpayers 2023
- Virtual Currency 2023
- What to Do if You Can’t Pay Your Taxes 2023
- Withholding Filling Out Form W4 2023
Informative Fliers Business 2023 tax laws (Returns due March 15th, April 15th, and May 15th 2024)
- Business Entity Considerations
- Business Expenses Worksheet 2023
- Business Industry Specific
- Business Owners
- Business Use of Home 2023
- Buy-Sell Agreements 2023
- Crowdfunding 2023
- Employee or Independent Contractor 2023
- Employing Family Members 2023
- Excess Business Loss and Net Operating Loss 2023
- Expense Reimbursements for Employees 2023
- Health Care Reform Employer Insurance Requirement 2023
- Form 1099misc and Form 1099nec Reporting 2023
- Inventory Cost of Goods Sold 2023
- Mileage and Expense Log 2023
- Qualified Business Income Deduction 2023
- Rentals
- Repairs vs Improvements 2023
- Rideshare Drivers 2023
- Self-Employment Tax 2023
- Small Business Health Care Tax Credit 2023
- Vehicles Business Use 2023
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