Forms

2020-2021 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. 

Personal Tax Engagement Letter Organizers 

Individual 1040 Engagement Letter & Client Organizer

Trust & Estate 1041 Engagement Letter & Client Organizer

Business Entity Tax Organziers

Partnership & Multi-Member LLC Engagement Letter & Client Organizer 

S & C Corporation Engagement Letter & Client Organizer 

 


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