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).
Rental Property Owners
Provide a separate organizer for each rental property.
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:
Scan your completed Client Organizer to your computer. (make sure you know the path where you scanned the documents)
Log in to your secure client center at www.sbc-cpa.com.
While logged in, click on the File Exchange link
Click on the Documents for Accountant folder.
Click on the Upload button.
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.
