Plus Accounting - Organizers and Forms

Our Engagement Letter is confirmation of what the client can expect.  While clients sign one annually, we recommend that it may be time to reread it before signing and dating.

Organizer Page 1: Contact Information,Marital Status, Dependents, Income Summary, and Payments.  Page 2:  Continuation of general information checklist.  Please include taxpayers name and date.

Other Income and Personal Deductions: Medical, interest, real estate and personal property taxes, sales tax on new vehicles 

Business Income and Expenses for Sole Proprietors (includes hobby income)  Additional worksheets potentially necessary including sale or purchase of depreciable assets and vehicle use.

Farm Income and Expenses. Land and farm rents received are reported on Rental Income. Additional worksheets potentially necessary including sale or purchase of depreciable assets and vehicle use.

Rental Income and Expenses. Includes rents of vacant land and equipment. Additional worksheets potentially necessary including sale or purchase of depreciable assets and vehicle use.

Miscellaneous often requested forms:

 Release of exemption by custodial parent. This is the actual IRS Form 8332.  For returning clients, a completed form can be obtained by requesting via email customerservice@plusaccounting.com or calling 913-724-2686.

Power of Attorney Form 2848  is to enable us to represent the client before the IRS.  To communicate directly with a state tax authority, a state Power of Attorney is also required.  One can be obtained from the state department of revenue.  A Kansas POA is linked here. NOTE:  With respect to a new client, we will not prepare a return without a notorized POA or court documents giving the third party authorization to transact business on behalf of a taxpayer. Also include a copy of photo ID of taxpayer.  Call 913-724-2686 with any questions.

WHICH IS FASTER, DROP OFF VS APPOINTMENT?  New clients, or returning clients who have significant changes that may impact their returns are best served through an appointment.  Only in rare circumstances will a client walk out of an appointment with a tax return in hand. The determining factor is not whether there is an appointment or documents are dropped off, but when did we receive the necessary documents.