TAX RELATED RESOURCES
Here are some client forms, organizers, and helpful tax-related resources for you
NEW CLIENTS
2023 Engagement Agreement & Organizer – Personal (new clients)
2023 Engagement Agreement – Businesses & other Entities
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
HELPFUL TOOLS
Books for Real Estate Agents, Real Estate Investors, Dentists, Chiropractors