These forms can be completed online and saved or printed. Leave blank whatever you do not know or understand. Save the form to your desktop and upload it to the ISTS Client Portal when finished, or bring it to our appointment.
These forms can be completed online and saved or printed. Leave blank whatever you do not know or understand. Save the form to your desktop and upload it to the ISTS Client Portal when finished, or bring it to our appointment.
These forms are useful as a guide and to provide tax information.
2023 S Corporation Tax Organizer (pdf)
Download2023 C Corporation Tax Organizer (pdf)
Download2023 LLC Tax Organizer (pdf)
Download2023 Partnership Tax Organizer (pdf)
Download2023 Individual Taxpayer Organizer - Sole Proprietorship (pdf)
Download2023 Individual Taxpayer Organizer - Rental Property (pdf)
Download2023 Individual Taxpayer Organizer (pdf)
DownloadFederal law prohibits the disclosure of personal tax information to third parties without your express written consent. Please download the appropriate consent form and completed it online prior to printing. Then sign/date and deliver it.
Consent to Disclose Tax Return Information (doc)
DownloadCopyright © 2024 I & S Tax Service LLC - All Rights Reserved.
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