The following five documents represent the core legal and organizational information we share with our clients each and every year. We prepare customized 1040 (Individual), 1041 (Fiduciary), 1065 (Partnership/LLC), or 1120/1120S (Corporate) documents according to your tax status.
2011 Tax Year 1040 Client Preparation LetterAs a kick off to the each upcoming tax year, we issue a Client Preparation letter. This letter details considerations to make in preparation for your tax year and important tax code changes.
2011 Tax Year Sample Tax OrganizerA Tax Organizer is a useful tool for gathering and documenting your tax records as well as providing a more orderly preparation of your tax return information. We provide all our clients with a customized Tax Organizer each tax year.
2011 Tax Year 1040 Engagement LetterEngagement letters are in many respects a written contract between us, stating both parties’ understanding of the professional relationship. They allocate, in limiting language, the responsibilities of the engagement for you and our firm. Note: contact us for Business and Fiduciary Engagement letters
2011 Tax Year 1040 Terms & ConditionsTerms & Conditions accompany their respective Engagement Letters. Note: contact us for Business and Fiduciary Terms & Conditions
2011 Year End Client NoticeWe use the this letter to reinforce life events that may have a tax impact for you. Each client receives a Year End Client Notice with their completed tax return package.
Note: Contact us for copies of Business (1120, 1120S, 1065) and Fiduciary (1041) documents.
Please do not hesitate to contact us if you have any questions!