Forms & Links
Below are various forms and links that you might find useful as you gather your information for the tax preparation we do for you.- 7216 disclosure to allow us to disclose your tax and financial information directly to a 3rd party
- Business Revenue/Expense (Spreadsheet), Business Revenue/Expense (pdf)
- Charitable Donation Form
- Engagement letter, Business (corporation, multi-member LLC, and partnership)
- Engagement letter, Individual (including sole proprietor and single-member LLC)
- IRS forms page, https://www.irs.gov/Forms-&-Pubs
- IRS Identity Protection PIN, https://www.irs.gov/identity-theft-fraud-scams/the-identity-protection-pin-ip-pin
- IRS phone number (call early in the day and be prepared for a two-hour wait): 800-829-1040
- Rental Revenue/Expense (Spreadsheet), Rental Revenue/Expense (pdf)
- Where's My Refund, https://www.irs.gov/Refunds