Client Forms

We update these forms every year so they are current and updated to the IRS rules and regulations.

Please use our new interactive forms to sign your engagement letter and fill out your questionnaire. If you would prefer a hardcopy, please let our office know and we can prepare one for you. You will find instructions on how to complete the questionnaire as well as helpful tips on submitting your documents.

ENGAGEMENT LETTERS: 

Must be signed prior to start to tax preparation. If we also prepare your individual income tax return, you will need to sign both the business and individual letter. Once signed and submitted, please do not send us your copy as we receive a copy as well.

BUSINESS: 2020 BUSINESS Engagement Letter

INDIVIDUAL: 2020 INDIVIDUAL Engagement Letter

TAX QUESTIONNAIRES:

BUSINESS: (Please CLICK HERE FOR BUSINESS INSTRUCTIONS AND TIPS to use our interactive form and submitting documents)

INDIVIDUAL: (Please CLICK HERE FOR INDIVIDUAL INSTRUCTIONS AND TIPS to use our interactive form and submitting documents)

NONPROFIT:

YEAR-END ACTION ITEMS:

All businesses need to complete the form that applies to you at the end of the current year in preparation for the start of a new tax season.

2020 Business (Non S-Corp) Critical Year-End Action Items: 2020 Business Critical Year-End Action Items (FILLABLE PDF)

2020 S-Corporation Critical Year-End Action Items: 2020 S-Corporation Critical Year-End Action Items (FILLABLE PDF)

3rd PARTY RELEASE FORM: 

We have determined that the IRS requires a signed release form indicating what documents need to be released and who you will be releasing them to before we can forward your secure documents to any 3rd party.
The document must be signed manually as electronic signature is not acceptable.
This form must be completed EACH TIME you need us to send any secure documents to a 3rd party. We are unable to accept a blanket authorization for future release of documents.

GENERAL FORMS:

These are blank forms and templates for your use.