YEARLY TAX PREPARATION DOCUMENTATION & DUE DILIGENCE DOCUMENTS
Individual:
2024 Tax Time Letter to Individuals (2023 Tax Year)
Individual Questionnaire for Tax Preparation (2023 Tax Year)
Individual Yearly Tax Preparation Agreement (2023 Tax Year)
Additional Information or Items Needed:
- Birth dates for individual filers and any dependents
- Prior year tax returns (at least the two most recent)
- Copies of divorce decrees, if relevant
- A $250.00 retainer to begin tax preparation
For instructions on filing an extension, see the following: Information on Filing an Extension.
*Please note that we are currently booked until April 5th, and an extension will likely be required for new clients.
Business:
2024 Tax Time Letter to S Corporations (2023 Tax Year)
Entity Yearly Tax Preparation Agreement (2023 Tax Year)
Foreign Safe Harbor (2023 Tax Year)
ORGANIZERS
Individual:
Individual Taxpayer Organizer (Tax Year 2023)
Individual Taxpayer Organizer - Rental Property (Tax Year 2023)
Individual Taxpayer Organizer - Sole Proprietorship (Tax Year 2023)
Individual Taxpayer Organizer - Sole Proprietorship and Rental (Tax Year 2023)
Business:
C Corporation Tax Organizer (Tax Year 2023)
LLC Tax Organizer (Tax Year 2023)