Tax Preparation Forms
Downloadable Tax Forms for Clients
Download tax forms and guides by Thompson Tax Associates for useful information on tax preparation and financial planning. Contact us today for more information on how Thompson Tax Associates can help you or your company grow financially.
Personal
2018 NEW Tax Cuts and Jobs Act TTA
2018 TY Annual Individual Letter
2018 TY Engagement Letter Individual TTA
2018 TY Tips for Client Individual
2018 Checklist – What to Bring
2018 Organizer Personal Information
2018 Organizer Medical & Taxes
Donated Goods Valuation Guidelines
Records Retention – Individual
Business
2018 NEW Tax Cuts and Jobs Act TTA
2018 Organizer Business & Investment Questions
2018 Organizer Business Details & Home Office
Estates & Trusts
Understanding the Duties & Responsibilities of Trusts
Engagement Letter for Estates-Trusts
2018 TY Engagement Letter Trust-Estate TTA
Tax Guides
Charitable Contributions Guide