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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
» Consent for Teams Overseas – REQUIRED
» 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
» Capitalization Policy – Without Audited Financial Statements
» Accountable Agreement Form
» Accountable plan expense sheet
» 20 Factor IRS employee vs contractor test outline
» Master Template – 13 Week Cashflow
» Promissory Note – AZ (PDF)

 
If you need any additional historical documents please email our offices

 

Payroll Documents

Hands-Free Payroll Brochure » Download

If you need any additional historical documents please email our offices

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