Tax Prep Tools

***Forms are interactive forms that contain fields that you can select or fill in.  SAVE the forms to your computer.***

Step 1. Click on applicable forms below and download to your computer.  Do not fill out forms before downloading to your computer.

Step 2. Fill out forms and SAVE completed file.

Step 3. Upload forms through our secure Client Portal found on homepage.

For security reasons, we don't recommend sending documents via email. You can also fax to 303-328-2962

2020 Tax Engagement Agreement (PDF)

2020 Tax Organizer (PDF)

2020 Sole Proprietorship (PDF)

2020 Tax Organizer with Sch E (Rental Property and Royalties) (PDF)

2020 LLC Tax Organizer

2020 Schedule C (Business) (PDF)

2020 S Corporation Tax Organizer (PDF)

2020 Partnership Tax Organizer (PDF)

2020 Sch E (Rental Properties and Royalties) (PDF)

Automobile Expense Worksheet (PDF)

Business Expenses Worksheet (PDF)

Day Care Provider Tax Worksheet (PDF)

Office In Home Worksheet (PDF)

Rental Property Worksheet (PDF)

W-4 Planning Worksheet (PDF)

Fair Market Value Guide for Non-Cash Contributions (PDF)

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