INDIVIDUAL DOCUMENTS2021 Tax ReturnsForms 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.
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BUSINESS DOCUMENTS2021 Tax ReturnsFor LLCs or Corporations taxed as S-Corporations, C-Corporations, or Partnerships, please complete a separate business engagement letter and business organizer. For Sole Proprietorships or LLC's taxed as Sole Proprietorships, please complete the Sole Proprietor worksheet and not a separate business engagement or business organizer. |
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Individual Engagement Letter | ||
Health Care - For 2021 we will need Form 1095-A If you purchased Health Insurance through the Government Marketplace. (healthcare.gov) |
Home Office Worksheet (for self-employed only; no longer available for W2 employees)
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Additional Organizers and Worksheets (as applicable) 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 | |