Personal & Business Tax Return Information

IRS and Congress have upgraded our industry to be equal to Banks, Financial, and Medical Industries. Therefore, the Privacy Policy and our ability to share and receive your information is very limited. Our best attempt to follow these regulations is to require the Taxpayer to fully complete the following forms at least annually. We apologize for any inconvenience and feel this is the best way to keep your information current and accurate. (Please call if you would like a client organizer based on last year’s information.)

• 2024 Personal Info Form (4 pgs)
• 2024 ENTITIES Info Form (4 pgs)
• PRIOR Yrs – Personal Info Form (4 pgs)
• PRIOR Yrs – ENTITIES Info Form (4 pgs)

Disclosure Authorization Form

IRS and Congress have upgraded our industry to be equal to Banks, Financial, and Medical Industries. Therefore, the Privacy Policy and our ability to share and receive your information is very limited. We are providing you with the IRS required form which is essential to be completed in its entirety by the taxpayer before we can send ANY information to another institution or designated individual.

• Disclosure Authorization – Client

1099-NEC and 1099-Misc

January 31 is the deadline for these forms to be submitted to the Contractors and the IRS agency. Our office requires that all information along with signed W-9’s and the Engagement letter be received by January 10 the ensure timely completion.

• Engagement Letter
• Form W-9