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Required Information for New Clients

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)

Partnership Tax Organizer (Tax Year 2023)

S Corporation Tax Organizer (Tax Year 2023)