If you would like to complete the forms online through our
secure portal please call or email to let us know.
2022 Tax Returns

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For all individuals; please complete engagement, tax organizer, and healthcare forms; additional organizers and worksheets as applicable.


For 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.

Individual Engagement Letter

Business Engagement Letter

2022 Individual Tax Organizer 

2022 Business Organizer (for Corporations, S-Corp and Partnerships)   

2022 Sole Proprietor Organizer 


Health Care - For 2022 we will need Form 1095-A If you purchased health insurance through the Government Marketplace. 


Business Vehicle Worksheet

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


Additional Individual organizers Additional Personal/Business organizers

Itemized Deduction Worksheet

Education Worksheet

Noncash donations $500 or higher

Disclosure 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 

Virtual Currency Worksheet

Trusts and Estates

Trust Engagement Letter

Trust Organizer

Estate Engagement Letter

Estate Organizer


Please contact our office for specific forms and worksheets