Client Documents
Items to Bring to Appointment – A detailed list of items needed by most taxpayers for tax preparation.
Consent Form – Our consent form complies with IRS regulations regarding disclosure of tax information. This form is needed for each occasion where tax information will be disclosed to a third party.
Mileage Log – Due diligence requires a written mileage log. This spreadsheet complies with IRS guidelines and makes tracking mileage simple.
Salvation Army Valuation Guide – Use this guide to help you figure the value of items donated to charitable organizations.
Record Retention List – A list of types of records and the suggested retention time frame.
2023 Tax Organizer – 1120S Summary