Organizers/Other Forms/Letters
Download Mary Lew Kehm, CPA Firm Files Here:
2020 Year End Individual Tax Planning Letter
2020 Year End Business Tax Planning Letter
ORGANIZERS -- For fill in, use Adobe Acrobat Reader rather than Adobe Pro:
- 2020 Individual Tax Organizer
- 2020 One Page Organizer (List)
- 2020 Rental Property Organizer Supplement
- 2020 Sole Proprietor Individual Organizer Supplement
- 2020 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) for Disclosure to Specific Third Party Per 7216 (For example, a bank) DOWNLOAD ONLY IF DIRECTED Disclosure to Third Party
- Info on Tax Return Notice Fee
- e-Check Authorization Form