I & S Tax Service LLC
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    • Home
    • About US
    • Our Services
    • Client Portal
    • Contact Us
    • Resources
    • Tax Organizers
    • UPLOAD FILES
    • Schedule Appointment
    • Pay Bill
I & S Tax Service LLC
  • Home
  • About US
  • Our Services
  • Client Portal
  • Contact Us
  • Resources
  • Tax Organizers
  • UPLOAD FILES
  • Schedule Appointment
  • Pay Bill

Tax organizer forms

Individuals & Self Employed

Individuals & Self Employed

Individuals & Self Employed

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.


  • Tax Preparation Client Intake Form
  • Tax Return Questionnaire
  • Sole Proprietorship Tax Organizer





 

Rental Property Owners

Individuals & Self Employed

Individuals & Self Employed

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.


  • Rental Property Tax Organizer


Business

Individuals & Self Employed

Business

 These forms are useful as a guide and to provide tax information.



Tax Organizers

2023 S Corporation Tax Organizer (pdf)

Download

2023 C Corporation Tax Organizer (pdf)

Download

2023 LLC Tax Organizer (pdf)

Download

2023 Partnership Tax Organizer (pdf)

Download

2023 Individual Taxpayer Organizer - Sole Proprietorship (pdf)

Download

2023 Individual Taxpayer Organizer - Rental Property (pdf)

Download

2023 Individual Taxpayer Organizer (pdf)

Download

Consent to Disclose Tax Return Information to Third Parties

Federal 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)

Download

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