Organizers and Forms

Individuals

• 2024 Tax Packet Cover Letter (PDF)
• 2024 Organizer (PDF)
• 2024 Mandatory Questionnaire (PDF)
• Bank Information Form (PDF)
• 2024 Individual Engagement Letter (PDF)
• Consent to Use of Tax Return Information (PDF)

• Consent to Request Financial Information (PDF)
• Consent to Disclosure of Financial Information (PDF)
• Self Employed Worksheet (PDF)
• Home Office Worksheet (PDF)
• Vehicle Expense Worksheet (PDF)
• Rental and Royalty Worksheet (PDF)

Estates and Trusts

• Fiduciary Tax Engagement Letter (Form 1041) (PDF)
• Form 1041 Organizer – Ongoing (PDF)
• Form 1041 Questionnaire (PDF)