Documents for Client use:

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Generic Documents

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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 + Difference Between 1099 vs W2