Individual Forms

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    102 Checklist of Items
    For Your Return

    Download​

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    103 Client Document
    Portal Use Instructions

    Download​

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    104 Credit Card
    Billing Information

    Download​

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    107 Electronic
    Filing Information

    Download​

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    108 Engagement
    Letter

    Download​

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    109 E-organizer
    Instructions

    Download​

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    114 Client Solicitation
    and Use Consent

    Download​

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    116 Non-Cash Charitable
    Contributions List

    Download​

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    119 Prepaid
    Planning Agreement

    Download​

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    122 Referral
    Program

    Download​

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    123 Tax
    Maintenance Program

    Download​

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    124 Tax Record
    Retention Period

    Download​

    Consolidated Forms

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    2020 Tax Package
    Documents

    Download​

    Additional Forms

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    Electronic Signature Instructions for Form 8879

    Download​

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    2018 Blank
    Organizer

    Download​