Listed below are the required forms needed to prepare your return:

Personal Returns (Returning & New)

2021 Tax Year

• • • 2021 Client Packet
    • 2021-2022 Tax Change Memo
    • Rental Worksheet
    • Business Organizer

2020 Tax Year

• • • 2020 Client Packet
    • Prior Years Engagement Letter (for 2020 Tax Year and Prior Returns)
    • Rental Worksheet