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.
Firm Forms for Individuals
Individuals (1040)
Miscellaneous
Firm Forms for Entities
Corporations and Partnerships (1065, 1120s, 1120)
- 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