TAX RELATED RESOURCES
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Here are some client forms, organizers, and helpful tax-related resources for you

NEW CLIENTS

Pre Visit Checklist

NEW CLIENT APPLICATION

Our Tax Prep Process

2023 Engagement Agreement & Organizer – Personal (new clients)

2023 Engagement Agreement – Businesses & other Entities

How to Efficiently Fill In the Organizer

EXTENSION FORMS

Extension Agreement – Individuals

Extension Agreement – S-Corps & Partnerships

Extension Agreement – C-Corporations

Extension Agreement – 990 NonProfits

CLIENT FORMS & ORGANIZERS

Due Diligence Questions – Fillable PDF

Due Diligence Questions – To Print

Note: All returning clients receive a personalized tax organizer, available on their portal, each year.
If you are a new client or would like help organizing your business expenses, the following are available:

2023 Indivdual Tax Organizer & EA

How to Efficiently Fill In the Organizer

Daycare Organizer

Realtor Organizer

Rental Property Organizer

Contractors & Flips Organizer

General Business Organizer

Don’t hestitate to contact us.

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