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Tax Season Resources-2011

Welcome to another tax season! To make this busy time a little easier, you can download all the necessary documents right here.

We ask all of our clients to fill out and return a signed engagement letter, a yes/no questionnaire, and an organizer.

Engagement Letter

Yes/No Questionaire

If we prepared your tax return for 2010 you have access to a detailed tax organizer that includes your prior year information on our web portal. We will also mail you a copy upon request.

If you are a new client, please download and complete the organizer listed below that pertains to you.

  • Basic- For taxpayers with no Schedule C business income or Rental property.
  • Business Income- For taxpayers with self-employment income. Please make sure to fill out this organizer AND the Basic Organizer.
  • Rental Income – For taxpayers with rental properties.  Please make sure to fill out this organizer AND the Basic Organizer.
  • Complete- This is the complete version for taxpayers with multiple activities such as Business, Rental, or Farm income.

NOTE: The tax organizers are not “fill in” PDF forms so you will need PDF editing software if you would like to enter text directly onto the forms. For instructions on how to enter text on a PDF using Adobe Standard, please see: Filling In Your 2011 Tax Organizer.

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