Organizers/Other Forms/Letters

Please download the files before printing for best results.
 

2023 Year End Individual Tax Planning Letter
2023 Year End Business Tax Planning Letter

ORGANIZERS -- For fill in, use Adobe Acrobat Reader rather than Adobe Pro:

• 2023  Individual Tax Organizer
• 2023  One Page Organizer (List)
• 2023  Rental Property Organizer Supplement
• 2023  Sole Proprietor Individual Organizer Supplement
• 2023  Auto Use Worksheet
• Other Forms and Information:
  • Engagement Letter 1040 *REQUIRED* Engagement Letter 1040
  • Consent (Permission) to Use Information Per 7216 *REQUIRED* Consent to Use Information 
  • Consent (Permission) to Disclosure to Specific Third Party Per 7216 (For example, a bank) DOWNLOAD ONLY IF DIRECTED Disclosure to Third Party
  • Record of Federal and State Estimated Taxes Paid 
  • Record of Federal State and Local Estimated Taxes Paid 
  • 2023 Extension Worksheet
  • Info on Tax Return Notice Fee
  • e-Check Authorization Form