Resources
Below, you will find our Firm Forms that are available for electronic fill-in and signature, as well as links to helpful Tax Related and Accounting websites that we would recommend to our clients.
When completing the fillable web forms, you will receive a verification email. Your form will NOT be submitted until you complete this step.
Firm Forms for Individuals
Individuals (1040)
Miscellaneous
Firm Forms for Entities
Corporations and Partnerships (1120s, 1120, 1065)
- Engagement Letter
- Extension Request
- Partnership (1065) Questionnaire
- S-Corp (1120s) Questionnaire
- Corporation (1120) Questionnaire
Fiduciary Returns (1041)
Non-Profit Organizations (990)
Miscellaneous
Taxing Agency Online Accounts
Other Helpful Tax Information
Business Records Retention Schedule – Download PDF