Client Forms:
We update these forms every year so they are current and updated to the IRS rules and regulations.
Please use our new interactive forms to sign your engagement letter and fill out your questionnaire. If you would prefer a hardcopy, please let our office know and we can prepare one for you. You will find instructions on how to complete the questionnaire as well as helpful tips on submitting your documents.
ENGAGEMENT LETTERS:
Must be signed prior to start to tax preparation. If we also prepare your individual income tax return, you will need to sign both the business and individual letter. Once signed and submitted, please do not send us your copy as we receive a copy as well.
Tax Year 2022 Engagement Letters
- BUSINESS: 2022 BUSINESS Engagement Letter
- INDIVIDUAL: 2022 INDIVIDUAL Engagement Letter
Tax Year 2021 Engagement Letters
- BUSINESS: 2021 BUSINESS Engagement Letter
- INDIVIDUAL: 2021 INDIVIDUAL Engagement Letter
TAX QUESTIONNAIRES:
Tax Year 2022 Questionnaires
- BUSINESS: 2022 BUSINESS Tax Questionnaire
- INDIVIDUAL: 2022 INDIVIDUAL Tax Questionnaire
Tax Year 2021 Questionnaires
- BUSINESS: 2021 BUSINESS Tax Questionnaire
- INDIVIDUAL: 2021 INDIVIDUAL Tax Questionnaire
DUE DILIGENCE FORMS:
Tax Year 2022 Due Diligence Forms
- 2022 AMERICAN OPPORTUNITY CREDIT
- 2022 HEAD OF HOUSEHOLD CREDIT
- 2022 EARNED INCOME CREDIT
- 2022 CHILD TAX & OTHER CREDIT
Tax Year 2021 Due Diligence Forms
- 2021 AMERICAN OPPORTUNITY CREDIT
- 2021 HEAD OF HOUSEHOLD CREDIT
- 2021 EARNED INCOME CREDIT
- 2021 CHILD TAX & OTHER CREDIT
YEAR-END ACTION ITEMS:
All businesses need to complete the form that applies to you at the end of the current year in preparation for the start of a new tax season.
2022 Business (Non S-Corp) Critical Year-End Action Items: 2022 Business Critical Year-End Action Items
20212 S-Corporation Critical Year-End Action Items: 2022 S-Corporation Critical Year-End Action Items
3rd PARTY RELEASE FORM:
GENERAL FORMS:
These are blank forms and templates for your use.
- Blank W-9 Form (FILLABLE)
- Expense Report Template
- Mileage Log in PDF Format
- Mileage Log in an Excel Spreadsheet
- Noncash Donation Valuation Guide
- Purchase of Rental Property – Breakdown of Components (FILLABLE)
- QuickBooks Skills & Training Assessment (FILLABLE)
- Sample Accountable Plan Template (PDF)
- Sample Accountable Plan Template (Word Document)
- Sample Notice for Employers with Health Coverage
- Sample Notice for Employers without Health Coverage