Image by Kelly Sikkema

2021 Tax Organizers & Engagement Letters

Tax Preparation for Individuals (Form 1040):
  • All individual tax prep clients must complete the Individual Tax Organizer and Individual Engagement Letter before preparation will begin.
  • If you have rental property, please also complete the Rental Property Organizer.
  • If you are a sole proprietorship or single-member LLC (without S or C Corp designation), please complete the Small Business Organizer.
Tax Preparation for Businesses (Form 1065 or 1120S):
  • If you are a Partnership (Form 1065), please complete the Partnership Organizer and the Partnership Engagement Letter. These must be completed before preparation will begin.
  • If you are an S-Corp (Form 1120S), please complete the S-Corp Organizer and the S-Corp Engagement Letter. These must be completed before preparation will begin.