Tax Year 2017
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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