• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer

Edmundson CPA, PLLC

Formerly Edmundson & Company, CPAs

  • Home
  • About Us ▼
    • About Us
    • Hours
    • Drew Bio
    • Policies
    • Contact us
  • Services ▼
    • Tax planning
    • Accounting
    • Tax Preparation
    • Consulting
  • Newsletters
  • Blog
  • Client forms
  • Links
  • Secure Portal
  • Sitemap
You are here: Home / Client forms

Client forms

Tax Year 2019

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)

New Individual Client Form

Individual engagement letter

Individual tax questionnaire

If you are a new client, this checklist will help with what you want to bring to the initial consultation.


Business clients (PDF)

New business client form

Business tax questionnaire

Engagement letters:

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

Trust or estate engagement letter

Primary Sidebar

Recent Posts

  • Tax Season in the Era of the Coronavirus
  • Foreign financial filing due (FinCen 114)
  • NC extensions denied in error
  • Forms 1099 due by 03/31/2016!
  • Valuing noncash contributions

Categories

Tags

2014 ACA business taxes C Corporation Charitable contributions corporation Donations due dates Electronic filing Electronic payments entity choice estate expiring tax provisions filing statistics FinCen 114 Foreign form of business healthcare Income tax organizer Individuals IRA IRS IRS waste liability protection LLC mileage NC taxes new taxes Obamacare occupancy taxes Our firm Pay IRS Preparers Sales taxes SBA S Corporation signature Tax deductions tax extenders tax planning vehicle taxes where's my refund will withholding year-end

Edmundson CPA, PLLC

102 Commonwealth Court
Suite J,
Cary, NC 27511-4437
Phone: (919) 460-9966
Fax: (919) 380-0010
Email: info@nccpa.com

Footer

Edmundson CPA, PLLC

102 Commonwealth Court
Suite J,
Cary, NC 27511-4437
Phone: (919) 460-9966
Email: info@nccpa.com

Hours

Office hours

Search

Categories

  • Business
  • Financial
  • Firm
  • QuickBooks
  • Tax
FACEBOOK ·TWITTER ·LINKEDIN Copyright © 1998–2021 · Terms and conditions