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Documents for Client use:

Note, if you want to send us a QuickBooks file, please use this link

You can download the following documents from this page:

Tax Year 2018 ending 12/31/2018	Main Forms
Tax Forms for Individuals (Form 1040, Sole Props)	» 2018 – Personal Organizer » Client Bio Sheet
Tax Forms for Businesses (Forms: 1065, 1120, 1120S)	» 2018 – Business Organizer » Client Bio Sheet » Small Business Tax Organizer (pdf) » Small Buusiness Tax Organizer (Excel) » Capitalization Policy – With Audited Financial Statements » Capitalization Policy – Without Audited Financial Statements
General Forms	» Consent to use Tax Return Information – REQUIRED » Consent to use Tax Information – USA Contractors » Consent for Teams Overseas – REQUIRED » Farm Income & Expenses (pdf) » Farm Income & Expenses (Excel) » Rental Property Income and Expense Tracking Sheet (pdf) » Rental Property Income and Expense Tracking Sheet (Excel) » Client Sign-Up for Slack Form

2017	» 2017 – Individual Organizer » 2017 – Business Organizer
2016	» 2016 – Business Organizer
2015	» 2015 – Business Organizer
2014	» 2014 – Individual Organizer » 2014 – Business Organizer
2013	» 2013 – Individual Organizer » 2013 – Business Organizer
2012	» 2012 – Individual Organizer » 2012 – Business Organizer
2011	» 2011 – 1040 (INDIVIDUAL) Entire Blank Organizer » 2011 – 1040 (INDIVIDUAL) Min. Required Pages – Blank Organizer » 2011 – Business Organizer
2010	» 2010 Personal Organizer » 2010 Business Organizer
2009	» 2009 Personal Organizer » 2009 Business Organizer
2008	» 2008 Personal Organizer » 2008 Business Organizer

If you need any additional historical documents please email our offices

PLEASE NOTE: As of late Aug 2018 there was a proposed law change that would disallow a double deduction for these charitable credits at the federal level for contributions made after Aug 2018. You are still eligible for the AZ state tax credits as the change would only impact your ability to take them as charity donations at the federal level.