Here you will find Documents and Forms to assist you in gathering your documents.

Secure File Upload

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

 

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 gives you until October 15th to file a personal tax return. An Extensions DOES NOT extend the time to pay your taxes due.
 

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)

 

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