Organizers/Other Forms/Letters

Download Mary Lew Kehm, CPA Firm Files Here:

2020 Year End Individual Tax Planning Letter Year End Tax Planning Letter

2019 Year End Business Tax Planning Letter Year End Business Tax Planning Letter

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

2019 Tax Organizer Individual Organizer
2019 One Page Tax Organizer (List) One Page Organizer
2019 Rental Property Organizer Supplement Rental Property Organizer Supplement
2019 Sole Proprietor Tax Organizer Supplement Sole Proprietor Individual Organizer Supplement
2019 Auto Use Worksheet Auto Use Worksheet
Other Forms and Information:
- Engagement Letter 1040 *REQUIRED* Engagement Letter 1040
- Permission for Use of Information Per 7216 *REQUIRED* Consent to Use Information
- Permission for Disclosure to Specific Third Party Per 7216 Disclosure to Third Party (For example, a bank) Use Only If Directed
- Info on Tax Return Notice Fee Tax Return Notice Fee
- e-Check Authorization Form e-Check Authorization Form

Mary Lew Kehm, CPA