Minimum required to fill out.

The engagement letter explains the services we will provide to you. Please sign and return it with your completed tax organizer and questionnaire.

Download the tax organizer to help you gather the necessary information to prepare your personal tax return.

Part of the 1099 Packet: 1099 preparation and filing basics 2020.

Part of the 1099 Packet: In our efforts to prepare for this upcoming tax season we would like to send out a friendly reminder on 1099 filing requirements and information gathering.

Part of the 1099 Packet: This letter is to specify the terms of our engagement, clarify the nature and extent of the services we will provide, and confirm an understanding of our mutual responsibilities.

Part of the 1099 Packet: This fillable form is available for supplying 1099 vendor information.

Part of the 1099 Packet: Request for Taxpayer Identification Number and Certification.

Part of the Property Tax Packet. In our efforts to prepare for this upcoming tax season we would like to send out a friendly reminder on Personal Property Tax Return filing requirements.

Part of the Property Tax Packet. This letter is to specify the terms of our engagement, clarify the nature and extent of the services we will provide, and confirm an understanding of our mutual responsibilities.

Part of the Property Tax Packet. Disclosure Authorization - Marion County

Part of the Property Tax Packet.  This form is for reporting equipment or other depreciable assets purchased or sold during the year. Please make copies of this as needed.

Download the 2019 tax organizer to help you gather the necessary information to prepare your personal tax return. In addition to the tax organizer, the PDF file also contains the 2019 engagement letter. Please sign and return it with your completed tax organizer.

2019 Tax Year for Individuals

This form allow us to give client information to third parties.

2019 tax year only.

2019 tax year only.

2019 tax year only.