Forms that are required before Tax Services:
Letter of Engagement should it require analysis and consultation.
💵 Businesses: (S-Corp W2's / Ks - Annual or Quarterly) or (C-Corp W2's / 990s Quarterly)
| ✅1.) Full Packet - Business Discovery (English) |
| ✅ 2.) Full Packet - Business Discovery (Spanish) |
| Letter of Engagement |
Business - Single Forms
| business form - english |
| business form - spanish |
🥸 Individuals: 1040 by itself W2 only or LLC (Sole Proprietor) : 1040 / Schedules - Annual)
| ✅ 3.) Full Packet - Discovery Form - Individual Client (English) |
| ✅ 4.) Full Packet - Discovery Form - Individual Client (Spanish) |
| Letter of Engagement |
Individual - Single Forms
| Client Data Sheet (English) - Discovery Form |
| Client Data Sheet (Spanish) - Discovery Form |
Consent Forms
| Form 7216 - "Consent To USE" of Tax Return Information |
| Form 7216 - "Consent To DISCLOSE" of Tax Return Information |
🏦Bank Information:
| direct deposit form - english |
| direct deposit form - spanish |
📜 Cover Page ❗ page Folder / per Client ❗
| Envelope Cover Page |
This last part goes into Quickbooks as "Customers" for CRM
Important TAX Information:
No TAX on Tips, Overtime & Vehicle Loan Interest
| No TAX on Tips (Propinas) Deductions - Instructions |
| No TAX on Overtime Tax - Instructions |
| No TAX on Car Loan Interests - Instructions |
Bank Products for Tax Filing "and" Texas Pricing for Tax Filing
| Bank Products (Spanish) |
| Income Tax - Price List (Texas) |