Client Forms

GENERAL

• New Client Information Sheet 
• 2019 Engagement Letter
• Document Submission Form 
• Credit Card Authorization Form

2019 INDIVIDUAL TAX ORGANIZERS

• 2019 Individual Taxpayer Organizer
• 2019 Individual Taxpayer Organizer - Sole Proprietorship
• 2019 Individual Taxpayer Organizer - Rental Property
• 2018 Borrador del contribuyente individual

•  2019 Tax Preparation Checklist

ADDITIONAL PAGES

• 2019 Rental Property -- Schedule E. Only
• 2019 Sole Proprietorship - Schedule C. Only

S-CORP TAX ORGANIZER 

• S-Corp Tax Organizer

SIMPLE SELF-EMPLOYED ORGANIZERS 

• 2019 Expense Report  Self-Employed 
• 2019 Expense Report Business Use of Car 
• 2019 Expense Report Trucking