ALL 1040 Clients will need to complete ONE of the following:
- Return year 2019 (due in 2020)
- 2019 Individual Client organizer
- 2019 Individual Taxpayer Organizer -Rental Property– Fillable Income & Expense summary & information (Schedule E)
- 2019 Individual Taxpayer Organizer -Sole Proprietorship – SMALL BUSINESS Income and Expense (Schedule C)
- 2019 Engagement letter for 1040 -Signed letter MUST be received before work can commence.
- Sigma Document Checklist
If you are a new client and need an extension please complete this NEW CLIENT EXTENSION REQUEST for 2019 returns due April 15, 2020.
BUSINESS Clients may need:
- S-Corporation Client Organizer & Engagement Letter
- Partnership Client Organizer & Engagement Letter
- C-Corporation Client Organizer & Engagement Letter
- LLC Organizer