INDIVIDUAL DOCUMENTS

2019 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)

Individual Engagement Letter  

Business Engagement Letter

2018 Tax Organizer

Dependency Worksheet - required if claiming kids/dependents other than spouse

 

Business Tax Organizer (not Sole Proprietors)

Sole Proprietor (Schedule C) Income/Expenses

Health Care - For 2019 we will need Form 1095-A If you purchased

Health Insurance through the Government Marketplace. 

(healthcare.gov)

 

 

Business Vehicle Worksheet

Home Office Worksheet (for self-employed only; no longer available for W2 employees)

 

Additional Organizers and Worksheets (as applicable)

Itemized Deduction Worksheet

Education Worksheet

Noncash donations $500 or higher

Disclsoure Authorization 

(only if we need to speak to a third-party about your taxes)

 

 

 

Rental Tax Organizer (Sch E)

Farm Tax Organizer  (Sch F)

Household / Domestic Employee

Estate Tax Checklist 

 

 

 

 

 

 

 

   

 

PRIOR YEAR DOWNLOADS

  Please contact our office for specific forms and worksheets