Notices and Forms

2020 Organizer – Long Form

Here is a link to access our office’s 2020 Organizer. The Long Form applies to clients that are self-employed and/or have rental properties.

2020 Organizer – Short Form

Here is a link to access our office’s 2020 Organizer. The Short Form applies to clients that are not self-employed and do not have rental properties.

New Client Form 

Here is a link to access our office’s New Client Form. The New Client Form includes the essential information to create a new client in our software.

New Entity Form

Here is a link to access our office’s New Entity Form. The New Entity Form is for individuals in the process of setting up a new business that will need to register with the IRS and the State of Colorado.