Tax Organizers & Other Forms

Tax Engagement Letters

The following engagement letters and terms and conditions addendum may be printed for your records. Acknowledgement that you have read, understand, and agree to these terms is REQUIRED and is part of the Tax Organizer.

Coming Soon!  Tax Year 2017 Individual Income Tax Engagement Letter

Coming Soon!  Tax Year 2017 Business Tax Engagement Letter

Terms and Conditions Addendum

Tax Organizers

Completed Tax Organizers are REQUIRED for all returns that we prepare.

You will need to download and print the PDF copy to complete it. None of these forms are interactive. We do offer a free secure client Hub to send scanned documents back and forth. Email us for more information. Click on the title below to open the Organizer:

Coming Soon!  2017 Tax Year Organizer – Personal

Coming Soon!  2017 Tax Year Organizer – Business

Client Hub Access

If we have already established a client Hub account for you, you can access it here – Client Hub.

Correspondence Audit Protection

Taxpayers often receive letters from the IRS and/or State(s) requesting additional clarification or proposed changes to their tax returns. Nearly 80% of IRS audits are done by mail. For your peace of mind, we offer Correspondence Audit Protection which covers all responses by mail we will make on your behalf to the IRS and/or the State(s) for letters you receive regarding your personal tax returns. If we have to appear in person, on your behalf, we will discuss our rates for doing so at that time. In-person audits are rare. To receive this protection, see page 3 of the 2017 Tax Year Organizer – Personal where you can initial to receive this coverage.

Third Party Consent Form

If you need us to supply your tax information to a third party (such as a bank or mortgage company), please complete the following form and return it to us. We cannot release any of your information until this consent form has been received.

Sec. 7216 Consent Form

Previous Tax Year Organizers

You will need to download and print the PDF copy to complete it. Please note none of these forms are interactive. We do offer a free secure client Hub to send scanned documents back and forth. Email us for more information.

2016 –

2016 Tax Year Organizer – Personal

2016 Tax Year Organizer – Business

Tax Year 2016 Individual Income Tax Engagement Letter

Tax Year 2016 Business Tax Engagement Letter

Terms and Conditions Addendum

2015 –

2015 Personal Tax Year Organizer

2015 Business Tax Organizer

 

Tax Preparation ~ Bookkeeping ~ Consulting