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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
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If you need any additional historical documents please email our offices

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