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Forms

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2019-2020 Tax Planning Forms for New & Current Clients 

Below you will find the required documents that must be read, signed, and/or completed prior to your tax appointment. (All forms are fillable PDF's)

1. Personal Tax Organizers 

Personal Income Taxes Checklist 

Rental Property Tax Organizer

Sole Proprietor/Self-employed Tax Organizer

2. Self-Employed Industry Specific Worksheets

Daycare Provider

Musician & Signer 

Paid Driver (Uber/Lyft/Amazon/Door-Dash, etc.)

Real Estate Professional 

Stylist/Salon 

Truck Driver 

3. Business Entity Tax Organziers

C-Corporation

S-Corporation

LLC

Partnership 

 

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