INDIVIDUAL DOCUMENTS

2021 Tax Returns

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For all individuals; please complete engagement, tax organizer, and healthcare forms; additional organizers and worksheets as applicable.

 

 

 

 

 

BUSINESS DOCUMENTS

2021 Tax Returns 

For LLCs or Corporations taxed as S-Corporations, C-Corporations, or Partnerships, please complete a separate business engagement letter and business organizer.  

For Sole Proprietorships or LLC's taxed as Sole Proprietorships, please complete the Sole Proprietor worksheet and not a separate business engagement or business organizer.

Individual Engagement Letter  

Business Engagement Letter

2021 Individual Tax Organizer 

 

2021 Business Tax Organizer (not Sole Proprietors)

Sole Proprietor (Schedule C) Income/Expenses

Health Care - For 2021 we will need Form 1095-A If you purchased

Health Insurance through the Government Marketplace. 

(healthcare.gov)

 

Business Vehicle Worksheet

Home Office Worksheet (for self-employed only; no longer available for W2 employees)

 

Additional Organizers and Worksheets (as applicable)

Itemized Deduction Worksheet

Education Worksheet

Noncash donations $500 or higher

Disclosure Authorization 

(only if we need to speak to a third-party about your taxes)

 

 

 

Rental Tax Organizer (Sch E)

Farm Tax Organizer  (Sch F)

Household / Domestic Employee

Estate Tax Checklist 

Virtual Currency Worksheet

 

 

 

 

 

 

   

 

PRIOR YEAR DOWNLOADS

  Please contact our office for specific forms and worksheets