Tax Year 2018
Important – If you want to electronically complete the PDF and return it via email or upload, you must download the PDF to your computer. Opening it within a browser does not support saving and sending. In most browsers, you download by right clicking and choosing “save as.” On an iPhone you use the “send to” button to copy the file to Adobe Acrobat or whatever Acrobat application you use. Some more modern browsers, but not all, will download automatically as prompted by the links.
If you receive a message that “At least one required field was empty,” then one of the input fields is blank. All the fields with red borders have to be completed before the email link on the PDF works.
Individual Clients (PDF)
If you are a new client, this checklist will help with what you want to bring to the initial consultation.
Business clients (PDF)
S corporation (Form 1120S)
Partnership (Form 1065)
C Corporation (Form 1120)
If you have a Limited Liability Company (LLC), Professional Limited Liability Company (PLLC), Limited Liability Partnership (LLP), or other business entity, please choose the engagement letter that relates to how your entity is taxed. By default, a LLC or PLLC with one owner is ignored and taxed as though the business is operated directly by the owner. If a LLC or PLLC has more than one owner, by default it is taxed as a partnership. A LLP must have two or more owners and so is taxed as a partnership by default.
The IRS allows a LLC, PLLC, and a LLP to elect to be taxed as though it is a C corporation or S corporation. Any entity that has made such an election should choose the engagement letter that matches what they elected.
Trusts or Estate (PDF)
Trust or estate tax questionnaire – same as individual