Documents & Forms
Below you will find Documents and Forms to assist you in gathering your documents.
All documents and forms can be securely submitted to us via Our Mobile App or Computer. Returning clients may click this link to access their secure portal (new clients will receive an invitation to join after their new client call).
ALL INDIVIDUAL 1040 Clients will need to complete ONE or ALL of the following:
- Engagement Letter (required from ALL new clients. Returning clients can request an organizer prepopulated with prior year data)
- Tax Document Checklist 1040 Personal – to assist you in gathering your documents
- Individual Taxpayer Organizer
- Individual Taxpayer Organizer - Fillable
SOME 1040 Clients may need to complete the following:
- RENTAL PROPERTY Fillable Income & Expense summary & information (Schedule E)
- SMALL BUSINESS/ SOLE PROPRIETORSHIP 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.
BUSINESS Clients may need:
- Engagement Letter (required for all new and returning clients)
- S-Corporation Client Organizer
- Partnership Client Organizer
- 1099 Filing requirements and input sheet
OTHER Forms Clients frequently need / request:
TAX CHECKLIST FOR NAIL SALON
- Nail Salon Tax Checklist - Những giấy tờ cần cho Khai Thuế Tiệm Nail
- Nail Salon Tax Checklist With Signature