Note: Please save PDF to desktop before filling out any information.

Individual Forms(Existing clients only need to fill out top two forms)

• 2020 Individual Client Yes/No Questionnaire
• 2020 Individual Engagement Letter
• New Client Organizer
• Disclosure Consent Form
• Consent to the Use of Tax Information
• Online Banking Authorization Request Form
• Earned Income Credit Worksheet
• Fair Market Value Guide for Non Cash Charitable Donations
  
  

Corporate Forms

• 2020 S-Corporation Engagement Letter
• 2020 S-Corporation Organizer
• 2020 C-Corporation Organizer
• 2020 Corporate Engagement Letter

Partnership Forms
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• 2020 Partnership Organizer 
  
• 2020 Partnership Engagement Letter
  

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Note: Please save PDF to desktop before filling out any information.

Calculators

• Withholding Calculator
• IRS Direct Pay
• North Carolina eServices
• South Carolina MyDORWAY

Individual Forms

Tax Planning is one of Randy's favorite tasks; IRS representation - one of the most utilized.

Reach Allison by email Allison@newtoncpapllc.com

Or Call 803-810-0824

Licensed in North and South Carolina-NC CPA #25925 and SC CPA #8115

Call Us:

(803) 810-0824

Forms Organizers