INDIVIDUAL DOCUMENTS2019 Tax Returns - Organizers and worksheets will be updated by Dec 20th.Forms will open in new tab. Please download forms to your computer before printing.(For all individuals; please complete engagement, tax organizer, and healthcare forms; additional organizers and worksheets as applicable) |
BUSINESS DOCUMENTS(2019 Tax Returns)(For all business types; please complete engagement and tax organizer; additional organizers and worksheets as applicable)
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Individual Engagement Letter | ||
2018 Tax Organizer Dependency Worksheet - required if claiming kids/dependents other than spouse |
Business Tax Organizer (not Sole Proprietors) |
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Health Care - For 2019 we will need Form 1095-A If you purchased Health Insurance through the Government Marketplace. (healthcare.gov)
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Home Office Worksheet (for self-employed only; no longer available for W2 employees)
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Additional Organizers and Worksheets (as applicable) Itemized Deduction Worksheet Education Worksheet Noncash donations $500 or higher (only if we need to speak to a third-party about your taxes)
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PRIOR YEAR DOWNLOADS |
Please contact our office for specific forms and worksheets | |