2023-2024 Tax Preparation Organizers and Worksheets for New & Current Clients
Below you will find the required documents that must be read, signed, and/or completed prior to your tax appointment.
Personal Tax Engagement Letter & Organizers
Individual 1040 Engagement Letter & Client Organizer
Trust & Estate 1041 Engagement Letter & Client Organizer
Optional Worksheets
Schedule C & SMLLC Business Income and Expense Worksheet (includes home office & vehicle expenses)
Home Office and Vehicle Expenses ONLY Worksheet
Unreimbursed Employee Expenses Worksheet (W2 Employee ONLY)
Business Entity Tax Engagement Letter & Organizers
Multi-Member LLC Engagement Letter & Client Organizer
General Partnership & Client Organizer