In order to better assist you in the preparation of your 2023 tax return, we’ve made a list of the

information we will need.

Here you can update your Address, Phone Number, Email Address, and Upload a copy of an updated Drivers License

The 1099 FORM letter would be used to list the individuals to whom you need to issue an annual Form 1099. This would include individuals you paid for services and rent greater than $600 and interest you paid greater than $10. Fill this out and send to us by January 9th so we can prepare the forms for you before the January 31st due date.

The W-2 FORM letter would be used to provide annual wages paid and taxes withheld information on each employee you paid during the year. Fill this out and send to us by January 6th so we can prepare the forms for you before the January 31st due date.

OUTSTANDING CHECKS AND DEPOSITS form is used every year end to list the checks and deposits that were written during the year but did not clear your bank account until the next year. This form is for our records clients and needs to be filled out after the last bank statement of the year is received.

This form is used for tax planning and your final tax preparation. You list your income, expenses, purchases and sales (machinery, livestock, land etc) on this form.

The SAMPLE FARMER forms provide you with a look at how your farm or business financial information would be presented to you on a monthly or period basis when your records are recorded by our office. You are in control of your cash and other assets, we record your transactions and provide you with the monthly and yearly financial information.

Tax Planning Forms… Supplemental worksheet for tax planning