Forms & Worksheets
CLIENT ONLY AREA
We are pleased to provide these organizers, forms and worksheets to our clients. Please click on the file below to access the paperwork. Contact the office if you are a current client and cannot locate the password sent previously via email.
Our proprietary paperwork is not available for the general public or other tax practitioners.
2020 ORGANIZERS & WORKSHEETS
2020 Tax Organizer (use this if you are a U.S. citizen, U.S. resident, or Green Card holder)
2020 Tax Organizer - U.S. Citizen / GC holder residing overseas (use this if you are a U.S. citizen or Green Card holder residing outside the U.S.)
2020 Tax Organizer - Non-Resident Alien (use this if you are on a student visa, if your days in the U.S. are excluded, or you came to the U.S. in 2020 and did not have substantial presence)
If you are unsure which Organizer to use, please contact the Office at 347.598.0111 or email Abby directly at firstname.lastname@example.org to describe your situation.
2020 Head of Household Due Diligence Worksheet - YOU MUST COMPLETE THIS FORM IF YOUR FILING STATUS IS HEAD OF HOUSEHOLD
2020 Rental Property Worksheet - properties in the U.S. and overseas