Intake Forms
1. Tax Return Checklist
3. Personal Tax Return Organizer
2. Client Engagement Letter
Use this Checklist to gather the documents you will need to file your tax return. *Please note that all documents listed will not apply to everyone.
2. Client Engagement Letter
3. Personal Tax Return Organizer
2. Client Engagement Letter
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Everyone Must Complete & Sign this Letter;
This letter explains to you what services we will provide you, and the responsibilities you have for preparation of your tax return.
3. Personal Tax Return Organizer
3. Personal Tax Return Organizer
3. Personal Tax Return Organizer
Everyone Must Complete this Packet;
Personal Tax Return Organizer so that we can gather all the information needed to prepare an accurate tax return for you. Anything that does not apply to you, skip it.
4. Due Diligence Questionnaire
6. Household Employee Income Affidavit
3. Personal Tax Return Organizer
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Everyone that is claiming a dependent &/or School Credit must complete this Questionnaire; this information is needed so that we may ensure you claim all the credits you qualify for. Anything that does not apply to you, skip it.
5. Self Employment Affidavit
6. Household Employee Income Affidavit
6. Household Employee Income Affidavit
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Everyone that is Self Employed must complete this Form; so that we can gather all the information needed for your business, so that we can properly report your business transactions on your tax return. Anything that does not apply to you, skip it
6. Household Employee Income Affidavit
6. Household Employee Income Affidavit
6. Household Employee Income Affidavit
Everyone that performs work in &/or around someone's home/house & is compensated/paid for said work, must complete this Form; so that we can gather all the information needed to properly report your income on your tax return. Anything that does not apply to you, skip it
7. Express Filer Tax Organizer
9. Extension Request for Personal Tax Returns
7. Express Filer Tax Organizer
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Anyone that have self-prepared their tax return(s) &/or had their tax return(s) prepared by someone other than us & would like for us to facilitate the electronic transmission of the tax return(s) to the State Tax Authority(ies) &/or the IRS must complete this application.
8. COVID-19 Data Sheet
9. Extension Request for Personal Tax Returns
7. Express Filer Tax Organizer
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Everyone must complete this Questionnaire for all 2020 Tax Returns filed in 2021 & all 2021 Tax Returns filed in 2022
9. Extension Request for Personal Tax Returns
9. Extension Request for Personal Tax Returns
Anyone that owe &/or may owe taxes, but is unable to file their tax return by the April deadline, should request an Extension of time to file. Please NOTE, that an Extension DO NOT extends your time to pay your taxes, it only grants you more time to file your tax return without being penalized. You will be granted an additional 6 months to file your tax return, bringing your new tax return filing deadline to October 15th unless said date falls on a weekend or holiday then you will have until the next business day after October 15th.
10. Extension Request for LLC, S-Corps, etc...
Extension Request for S-Corps, C-Corps, Multi-Member LLCs, etc... Please NOTE, that an Extension DO NOT extends your time to pay your taxes, it only grants you more time to file your tax return without being penalized. You will be granted an additional 6 months to file your tax return, bringing your new tax return filing deadline for S-Corps & LLCs to September 15 & October 15th for C-Corps unless said date falls on a weekend or holiday then you will have until the next business day after September 15th or October 15th.
11. Amend Your Tax Return
11. Amend Your Tax Return
Anyone that need to make changes to a tax return that's already been prepared & filed, need to complete this form & upload the documentation for the changes.
"Your Tax Angels" are waiting on YOU!
Welcome to Tax Preparation Heaven, where blessings are passed on to you! Come on & get your BLESSINGS!