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
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 » Small Business Tax Organizer (pdf) » Small Business Tax Organizer (Excel) » Capitalization Policy – With Audited Financial Statements » Capitalization Policy – Without Audited Financial Statements

2017	» 2017 – Individual Organizer » 2017 – Business Organizer
2016	» 2016 – Individual Organizer » 2016 – Business Organizer
2015	» 2015 – Individual Organizer » 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If you need any additional historical documents please email our offices