Here are a few handy forms to help you during this tax season. If you have any questions about anything at all, please give us a call. Click to access the pdf of these forms, download or complete in your browser.
- Checklist Worksheet
- Current Client Packet
- New Client Packet
- New Business Client Packet
- New Trust Client Packet
- Donated Goods Valuation Guide (Goodwill Form)
- Charitable Giving Worksheet
Please visit the tax season resources page for more information and instructions.
Checklist Worksheet
This pdf printable worksheet will walk you through everything you need to provide. 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 this information? Click here to read the ‘Tax Season How-to: What to Provide’ blog.
Current Client – Storen Financial Client Packet
This Storen Financial Client Packet includes the engagement contract and questionnaire. Also, please be prepared to verify your data sheet at the time of service with your contact and financial information and let us know if anything has changed.
(Click here to view or download.)
New Client – Storen Financial New Client Packet
Are you a new client? Great, we’re excited to serve you! Along with the engagement contract and questionnaire, we’ll need a little more information from you.
(Click here to view or download.)
New Business Client – Storen Financial New Business Client Packet
Are you a new business client? Along with the engagement contract, we’ll need a little more information about your business.
(Click here to view or download.)
New Trust Client – Storen Financial New Trust Client Packet
Need a Trust tax return completed? Along with the engagement contract, we’ll need a little more information about your trust.
(Click here to view or download.)
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.)