Stay updated on all areas of tax filings and business processes affected by COVID-19

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Tax Organizers

All Individual Taxpayers

Tax Preparation Checklist

The Tax Preparation Checklist is a one page summary designed to help you gather tax information needed to prepare your personal income tax return.

Download

Income Tax Organizer

The Income Tax Organizer is a more detailed checklist including a questionnaire that asks about pertinent tax items necessary for preparing your individual income tax return accurately. It also includes a schedule for Personal Itemized Deductions (such as mortgage interest and property taxes).

Download

Foreign Income Assets Questionnaire (eSign)

Also complete this questionnaire only if you are a U.S. client AND have foreign assets. including foreign bank accounts.

Go to form

Self-Employed / Small Business Owners / Independent Contractors

Please provide a separate Business Organizer for each individual activity (for example, if husband is a self-employed realtor and spouse had a single member LLC eBay sales business).

Business Organizer

Download

Rental Property Owners

Provide a separate organizer for each rental property.

Rental Property Tax Organizer

Download

eSignature Forms

Authorization to Release Income Tax Return

This form is required when you wish to authorize sbc-cpa to release your tax information directly to a third party.

Go to form

Individual Tax Engagement Letter 2021

Required for all individual tax returns.

Go to form

Individual Tax Questionnaire 2021

Required for all individual tax returns.

Go to form

Business Tax Engagement Letter 2021

Required for all business tax returns.

Go to form

Business Tax Questionnaire 2021

Required for all business tax returns.

Go to form

When you have compiled your tax information:

  1. Scan your completed Client Organizer to your computer. (make sure you know the path where you scanned the documents)

  2. Log in to your secure client center at www.sbc-cpa.com.

  3. While logged in, click on the File Exchange link

  4. Click on the Documents for Accountant folder.

  5. Click on the Upload button.

  6. Click on Select Files and browse to the location where you scanned your documents.  Select file(s) to upload.

TIP:  you can press the CTRL key and click on each document to select multiple files at once.

Thank you for the opportunity to serve you.

Note: You must have Adobe Acrobat Reader installed to print the Checklist and Organizer documents. Click here to download the program for free.