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:
DUE DILIGENCE FORMS:
- 2020 AMERICAN OPPORTUNITY CREDIT
- 2020 HEAD OF HOUSEHOLD CREDIT
- 2020 EARNED INCOME CREDIT
- 2020 CHILD TAX & OTHER CREDIT
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:
GENERAL FORMS:
These are blank forms and templates for your use.
- Blank W-9 Form (FILLABLE)
- Expense Report Template
- Mileage Log in PDF Format
- Mileage Log in an Excel Spreadsheet
- Noncash Donation Valuation Guide
- Purchase of Rental Property – Breakdown of Components (FILLABLE)
- QuickBooks Skills & Training Assessment (FILLABLE)
- Sample Accountable Plan Template (PDF)
- Sample Accountable Plan Template (Word Document)
- Sample Notice for Employers with Health Coverage
- Sample Notice for Employers without Health Coverage