Tax Organizer and Signature Forms


ELECTRONIC SIGNATURE FORMS - Preferred Method

Please find below our 2020 Individual & Business Tax Questionnaire.  You may click the link and begin filing out all information requested and sign.  We will receive notification once you complete the form and you will also be given the opportunity to download your completed form or recieve by email. Once you complete this form and submit your tax documents to our office, we will reach out for either a review meeting (if requested), or questions reqarding your account.  Thank you in advance and please don't hesitiate to call or email with any questions. 

THE BELOW E-SIGN LINKS ARE NOW AVAILABLE FOR USE.  

           E-Sign - Individual 2020 Tax Questionnaire

           E-Sign - Business 2020 Tax Questionnaire

           E-Sign - 2020 Individual & Business Engagement Letter

Please find various electronic signature forms:

           E-Sign - Bank Authorization Form

           E-Sign - QBO Subscription Fee Authorization Form


DOWNLOAD PDF FORMS

Below, please find downloadable pdfs if you choose to fill out manually and supply to our office.

            Download Version 2020 Individual Tax Questionaire

            Download Version 2020 Business Tax Questionnaire

            Download Version: Bank Authorization Form

            QBO Subscription Fee Authorization Form

            Schedule C Business Income and Expense Worksheet

            Home Office Worksheet

            Schedule E Rental Property Worksheet

            General Tax Organizer - Fillable



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