NEW CLIENTS: 2021 Income Tax Questionnaire Organizer with Engagement Letter
RETURNING CLIENTS: 2021 Income Tax Questionnaire Organizer with Engagement Letter
2021 Basic Taxpayer Information Form
2021 Medical Expenses Worksheet
Charitable Contribution Worksheet (Cash)
Charitable Contribution Worksheet (Non-Cash)
Rental Income – Schedule E Worksheet
Profit or Loss from Business – Schedule C Worksheet