Download Helpful Forms and Files

The following files are for our clients use.  Please feel free to download and use any of these files.

Current Year Tax Preparation Documents:

Engagement Agreement - Please sign this engagement agreement and include with your tax information when you send it to us or come into the office for your appointment.

2017 Individual Tax Organizer (Mini) - Use this 2016 individual tax organizer to assist in compiling your tax information.  This is a basic and less detailed version of the organizer below.  Not all pages will apply to your situation.

2017 Individual Tax Organizer (Detailed) - Use this 2016 individual tax organizer to assist in compiling your tax information.  This is a much more detailed organizer.  Not all pages will apply to your situation.
 

Payroll & Withholding Forms:

1099 Information Sheet - Use this form to submit information to us for preparation of 1099 forms.  This form is not intended to be a replacement for IRS Form W-9.  See below for the IRS Form W-9.

Form W-9 - IRS Form W-9.  Have all independent contractors complete this form.

Form W-4 - IRS Form W-4.  Have all new employees complete this form along with the Form I-9 below.  You may also use this form to change your withholding at work.

Form I-9 - Immigration Form I-9.  Have all new employees complete this form along with the Form W-4 above and provide proof of identification as listed in the instructions.

Employer Notice to Employee (No Health Insurance Offered) - All employers are required to provide notice regarding the availability or lack thereof of employer sponsored health insurance by October 1, 2013. This link provides a sample notice that can be used for this purpose for employers who DO NOT offer a health insurance plan. Giving this notice to your employees will meet the notification requirement.

Employer Notice to Employee (Offering Health Insurance) - All employers are required to provide notice regarding the availability or lack thereof of employer sponsored health insurance by October 1, 2013. This link provides a sample notice that can be used for this purpose for employers who DO offer a health insurance plan. Giving this notice to your employees will meet the notification requirement.

Miscellaneous Forms & Downloads:

Consent to Release Tax Return or Bookkeeping Information - Consent to Release Tax Information.  You must complete this form and submit to our office if you need our office to release any personal information to a third party.

Prior Year Tax Preparation Documents:

2016 Individual Tax Organizer (Mini) - Use this 2016 individual tax organizer to assist in compiling your tax information.  This is a basic and less detailed version of the organizer below.  Not all pages will apply to your situation.

2016 Individual Tax Organizer (Detailed) - Use this 2016 individual tax organizer to assist in compiling your tax information.  This is a much more detailed organizer.  Not all pages will apply to your situation.

2015 Individual Tax Organizer (Mini) - Use this 2015 individual tax organizer to assist in compiling your tax information.  This is a basic and less detailed version of the organizer below.  Not all pages will apply to your situation.

2015 Individual Tax Organizer (Detailed) - Use this 2015 individual tax organizer to assist in compiling your tax information.  This is a much more detailed organizer.  Not all pages will apply to your situation.

2014 Individual Tax Organizer (Mini) - Use this 2014 individual tax organizer to assist in compiling your tax information.  This is a basic and less detailed version of the organizer below.  Not all pages will apply to your situation.

2014 Individual Tax Organizer (Detailed) - Use this 2014 individual tax organizer to assist in compiling your tax information.  This is a much more detailed organizer.  Not all pages will apply to your situation.

2013 Individual Tax Organizer (Mini) - Use this 2013 individual tax organizer to assist in compiling your tax information.  This is a basic and less detailed version of the organizer below.  Not all pages will apply to your situation.

2013 Individual Tax Organizer (Detailed) - Use this 2013 individual tax organizer to assist in compiling your tax information.  This is a much more detailed organizer.  Not all pages will apply to your situation.

2012 Individual Tax Organizer (Mini) - Use this 2012 individual tax organizer to assist in compiling your tax information.  This is a basic and less detailed version of the organizer below.  Not all pages will apply to your situation.

2012 Individual Tax Organizer (Detailed) - Use this 2012 individual tax organizer to assist in compiling your tax information.  This is a much more detailed organizer.  Not all pages will apply to your situation.