Documents & Forms

Here you will find Documents and Forms to assist you in tax preparation and tax planning

All documents and forms can be securely submitted to us via Secure File Sharing.

Returning clients may click this link to access their secure portal (new clients will receive an invitation to join after their new client call).

ALL 1040 Clients will need to complete ONE of the following:

Some 1040 clients may need to complete the following:

NEW CLIENT EXTENSION REQUEST – If you are a new client and need an extension

please complete this Extension request form for new clients.

An extension gives you until October 15th to file a personal tax return.

An extension DOES NOT extend the time to pay your taxes due.

Filing an Extension READ THIS before filing an extension


Schedule Your Next Tax Appointment

Important Links

There are many free and helpful resources all over the internet that small businesses can benefit from.

Here are several helpful tax and accounting resources we recommend (feel free to share your recommendations with us):

  • GOOGLE DOCS – A free Web-based application in which documents and spreadsheets can be created, edited, and stored online.
  • DROPBOX – Free cloud-based storage.
  • GUSTO PAYROLL - Small Business Payroll Solution. Get $100 gift card with sign up.
  • QuickBooks Online - Bookkeeping tool for your business. Get 30% off the first 6 months.
  • IRS – IRS website where you can search for Federal tax forms and information.
  • WHERE’S MY REFUND – Determine the status of your federal tax refund.
  • IRS TRANSCRIPTS – Access copies of your federal tax returns and tax documents (W2’s, 1099’s etc.).
  • EFTPS  – Where you can make federal tax payments.
  • HEALTHCARE EXCHANGE – To determine eligibility and enroll in a qualified health care plan through the Federal Market Place.
  • SOCIAL SECURITY ADMINISTRATION – United States Social Security Administration website with information and access to all aspects of Social Security.
  • FLORIDA DEPARTMENT OF STATE – Where you can create or look up information on Florida LLC’s, Corporations, Fictitious names etc. (consult your attorney or CPA prior to creating a new entity).
  • FLORIDA STATE SALES TAX WEBSITE – Where you can file and pay your Florida sales tax online.
  • FLORIDA REEMPLOYMENT WEBSITE – Where you can file and pay your Florida payroll.
  • FINANCIAL CALCULATORS – Free financial calculators. Estimate your income taxes with free tax calculators, a home loan with a mortgage calculator and many more.
  • SMALL BUSINESS ADMINISTRATION  – An excellent organization that offers FREE or low-priced information and classes.

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