CLIENT TOOLS

IRS IMPORTANT LINKS
Where's my refund?
IRS forms
Where's my Amended Return?
Direct Pay With Bank Account

TAX TRAILER FORMS
Client Information (Business)
Client Information (Personal)
Credit Card/ ACH authorization 

TAX ORGANIZERS (download for a fillable pdf)
General Engagement Letter for Tax Preparation
​2019 INDIVIDUAL TAX ORGANIZER
2019 SOLE PROPRIETOR TAX ORGANIZER
HOME OFFICE WORKSHEET
2019 RENTAL PROPERTY ORGANIZER
​2019 ESTIMATED TAXES
​2019 EXTENDING YOUR INDIVIDUAL TAX RETURN
2019 W-9 TAX FORM
​HOW TO REVIEW YOUR TAX RETURN
TAX CUTS AND JOBS ACT - Individuals
TAX CUTS AND JOBS ACT
 - Qualified Business Income Deduction