Below are forms and resources for tax-related services. If you have any questions about anything at all, please give us a call. Click the links to access these forms to download or complete in your browser.
Yearly Tax Preparation Forms
*Note: These documents are needed for each tax year. Please include them when submitting your tax related documents to us.
Engagement Contract
This document must be completed by all clients prior to tax return preparation.
(Click here to view or download.)
Personal Income Tax Prep Questionnaire
This document must be completed by all clients prior to a personal tax return preparation.
(Click here to view or download.)
New Client Onboarding Forms
Thank you for choosing Storen Financial for your tax planning and preparation needs. These documents are needed for your onboarding process.
Personal
(Click here to view or download.)
Business
(Click here to view or download.)
Trust or Estate
(Click here to view or download.)
Other Tax Worksheets & Resources
Checklist Worksheet
This pdf printable worksheet helps answer the question “what documents do I need to provide for my tax return preparation?” and will walk you through everything you need to submit to us to complete your return. This is a comprehensive list, pick and choose what options are needed for your unique situation.
(Click here to view or download.)
Have questions about information related to these items? This blog provides more in-depth descriptions. Click here to read the ‘Tax Season How-to: What to Provide’ blog.
Donated Goods Valuation Guide
This excel file is a helpful calculator to determine the value of donated goods (to charities, Goodwill, etc.).
(Click here to download – excel.)
(Click here to view or download – pdf.)
Charitable Giving Worksheet
This pdf printable worksheet is designed to help with itemizing your charitable giving tax deductions.
(Click here to view or download.)