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  1. Home
  2. Client Forms

Client Forms


                                         

GENERAL

  • New Client Information Sheet 
  • 2019 Engagement Letter
  • Document Submission Form 
  • Credit Card Authorization Form

2019 INDIVIDUAL TAX ORGANIZERS

  • 2019 Individual Taxpayer Organizer
  • 2019 Individual Taxpayer Organizer - Sole Proprietorship
  • 2019 Individual Taxpayer Organizer - Rental Property
  • 2018 Borrador del contribuyente individual
2019 INCOME TAX CHECKLIST
  •  2019 Tax Preparation Checklist

ADDITIONAL PAGES

  • 2019 Rental Property -- Schedule E. Only
  • 2019 Sole Proprietorship - Schedule C. Only

S-CORP TAX ORGANIZER 

  • S-Corp Tax Organizer


SIMPLE SELF-EMPLOYED ORGANIZERS 

  • 2019 Expense Report  Self-Employed 
  • 2019 Expense Report Business Use of Car 
  • 2019 Expense Report Trucking 
















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