Documents for Client use:

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

Generic Documents

You can download the following documents from this page.
If you have trouble downloading documents, simply right-click the selected link and choose “Save Link As…” from the drop-down menu.

Tax Forms for Individuals (Form 1040, Sole Props)	» Email our Team to get Your Custom Copy
Tax Forms for Businesses (Forms: 1065, 1120, 1120S)	» Email our Team to get Your Custom Copy
General Forms	» Consent to use Tax Return Information – REQUIRED » Consent to use Tax Information – USA Contractors » Foreign Tax Organizer » 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 » Income & Expense PDF for Schedule C (PDF) » Income & Expense Sheet for Schedule C (Excel) » Capitalization Policy – With Audited Financial Statements » 20 Factor IRS employee vs contractor test outline » Master Template – 13 Week Cashflow » Promissory Note – AZ (PDF)
Other Important Documents	» DOL Adopts New Independent Contractor Test