Individuals

These forms can be completed online and saved or printed. Use this tax organizer OR the separate password protected tax organizer we sent by email, but not both. Save the form to your desktop and upload it to the Onvio portal when finished, or deliver it to our office.

Individuals, Self Employed, & Rental Property Owners

• Individual Tax Organizer
• Sole Proprietorship Tax Organizer
• Rental Property Tax Organizer

Engagement Letter

Remember to download the engagement letter for your individual tax return and sign/date it

• Individual Engagement Letter

Businesses

These forms are useful as a guide and to provide tax information. Please refer to the previous menu list explaining the various types of documentation needed. A separately maintained system of financial accounting is acceptable and recommended if legible and complete.

Corporations & LLC Partnerships

• S Corporation Tax Organizer
• C Corporation Tax Organizer
• LLC Tax Organizer

Engagement Letter

Remember to download the engagement letter for your entity and sign/date it

• Entity Engagement Letter

Disclosing Tax Return Information to Third Parties

Federal law prohibits the disclosure of personal tax information to third parties without your express written consent. Please download the appropriate consent form and completed it online prior to printing. Then sign/date and deliver it.

• Consent to Disclose Tax Return Information 
• Consent for us to Receive your Tax Return Information from a Third Party