At Aces & Associates, LLC we strive to make tax preparation as stress free as possible. Please click the document(s) below for easy access. And as always, please Contact Us for any tax related questions.
PLEASE NOTE: We CANNOT accept ANY documents emailed to us. Everything has to be dropped off in person or uploaded to the SECURE PORTAL. Thank you!
2023
2023 Individual Taxpayer Drop Off
2023 Engagement Letter for Businesses
2023 Engagement Letter for Individual Tax Return Preparation
2023 New Client Individual Taxpayer Organizer
2023 Individual Taxpayer Organizer – Sole Proprietorship
2023 Individual Taxpayer Organizer – Rental Property
2023 Partnership Tax Organizer
2023 C Corporation Tax Organizer
2023 S Corporation Tax Organizer
2022
2022 Individual Taxpayer Drop Off
2022 New Client Individual Taxpayer Organizer
2022 Individual Taxpayer Organizer – Sole Proprietorship
2022 Individual Taxpayer Organizer – Rental Property
2022 Partnership Tax Organizer
2022 C Corporation Tax Organizer
2022 S Corporation Tax Organizer
2021
2021 Individual Taxpayer Drop Off
2021 New Client Individual Taxpayer Organizer
2021 Individual Taxpayer Organizer – Sole Proprietorship
2021 Individual Taxpayer Organizer – Rental Property
2021 Partnership Tax Organizer
2021 C Corporation Tax Organizer
2021 S Corporation Tax Organizer
2020
Below are Individual Taxpayer Forms in case you did not file for the 2020 tax season
2020 Individual Taxpayer Drop Off
2020 New Client Individual Taxpayer Organizer
2020 Individual Taxpayer Organizer – Sole Proprietorship
2020 Individual Taxpayer Organizer – Rental Property
2020 Partnership Tax Organizer
2020 C Corporation Tax Organizer