Organizers/Other Forms/Letters
Download Mary Lew Kehm, CPA Firm Files Here:
2019 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
- 2019 Extension Information Worksheet Extension Information 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