Organizers/Other Forms/Letters

Please download the files before printing for best results.
 

2024 Year End Individual Tax Planning Letter
2024 Year End Business Tax Planning Letter

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

• 2024  Individual Tax Organizer
• 2024  One Page Organizer (List)
• 2024  Rental Property Organizer Supplement
• 2024  Sole Proprietor Individual Organizer Supplement
• 2024  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 
  • 2024 Extension Worksheet
  • Info on Tax Return Notice Fee
  • e-Check Authorization Form