Forms

We are not generally authorized to disclose any of our client's personal confidential information to third parties without express written consent. In the event that our clients wish to provide written consent, please complete and return the attached form.

If you wish your employees to have access to your confidential information, please complete the attached form and return it to us.

Request for Taxpayer Identification Number and Certification. Please complete and return the attached W-9 form so we can accurately report payments made to you.

If you use your home office for business purposes, you may be able to take a tax deduction on your return. In order to calculate the amount of your tax deduction, please complete and return the attached worksheet.

If you use your personal vehicle for business purposes, you may be able to take a tax deduction on your return. In order to calculate the amount of your tax deduction, please complete and return the attached worksheet.

Please use the attached form to organize your farm income.

Use the following form to organize your itemized deductions.

Please use this organizer if you have rental real estate property to report.

Please use the organizer at the link to organize information for your sole proprietorship.

If you have short-term rental real estate, the tax treatment can be tricky. Please complete the attached questionnaire so that we will better understand how your short-term rental real estate activities should be reported to the IRS.

Multi-state operations will be required to allocate property, payroll, and revenue among the various states where business is conducted. Please use the attached schedule to provide this information to us for tax preparation purposes.