General Forms

Blank Organizer

*Engagement Letter

New Client In-Take Form

Direct Deposit Form

Credit Card Authorization Form

Identity Theft Affidavit

AZ Charities Tax Credit

Extension Form

Business Forms

*Engagement Letter

Business Expense Report

Rental Expense Report

W9 Form

Foreign Country Forms

Foreign Asset Checklist

Foreign Income Checklist

W-8BEN

Trust Forms

Final Return of Decedent Checklist

Trust Onboarding Checklist

For more information and/or instructions for tax forms, visit https://www.irs.gov/forms-instructions