Taximum Forms & Organizers
Forms can be printed, completed and brought to the office, or filled online, saved and sent by email (to firstname.lastname@example.org) as an attachment.
This simple form is suitable for clients with a simple w2 form
This checklist is created to assist you with collecting all the necessary information and documents prior to meeting with a tax professional.
This form is suitable for clients that are not itemizing their deductions and DO NOT have rental property or self-employment expenses.
This organizer is suitable for clients that are not itemizing their deductions and DO have rental property or self-employment expenses.
This organizer includes the information included in the basic client data sheet, plus entries for itemized deductions, rental properties and self-employment expenses
If you are filing your return late, please use this organizer.
This letter highlights the terms of our comittment with the tax payer and the nature of our service.
If you have made any repairs in your home or property you own use this form.