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Jodee Paape CPA

  • Home
  • About
  • Services
  • Resources
    • Organizers and Forms
    • Financial Calculators
    • Record Retention Guide
    • IRS Publications
    • IRS Forms
    • Tax Rates
    • Tax Due Dates
    • Taxpayer Rights
    • Tax Glossary
    • IRS Withholding Calculator
    • Where is My Refund?
  • Client Portal
  • Make a Payment
  • Contact
    • Contact
    • Share Testimonial
Relax. We are here to help. Get the personalized attention you deserve. Worry-free tax & accounting services. Save time. Save money. Save stress.

Relax. We are here to help.

Get the personalized attention you deserve.

Worry-free tax & accounting services.

Save time. Save money. Save stress.

Organizers and Forms

Individuals

  • 2022 Tax Packet Cover Letter (PDF)
  • 2022 Organizer (PDF)
  • 2022 Mandatory Questionnaire (PDF)
  • Bank Information Form (PDF)
  • 2022 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

  • Estate and Trust – Form 1041 and / or 706 Organizer – First Year Client (PDF)
  • 2022 Fiduciary Tax Engagement Letter (Form 1041) (PDF)
  • Form 1041 Organzier – Ongoing (PDF)
  • 2022 Form 1041 Questionnaire (PDF)
  • 2022 Estate Tax Engagement Letter (Form 706) (PDF)
 

 

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