Forms

2021-2022 Tax Preparation Organizers and Worksheets 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

Optional Worksheets

Schedule C & SMLLC Business Income and Expense Worksheet (includes home office & vehicle expenses) 

Home Office and Vehicle Expenses ONLY Worksheet

Unreimbursed Employee Expenses Worksheet (W2 Employee ONLY)

Rental Property Worksheet

Business Entity Tax Engagement Letter & Organizers

Partnership & Multi-Member LLC Engagement Letter & Client Organizer 

S & C Corporation Engagement Letter & Client Organizer 

Accountable Plan Worksheet 


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