Higby Tax Getting Started

Appointment Information

Engagement Letter is a form for all clients to sign before tax preparation begins.

New Client Information is a worksheet that gathers basic information on new clients that is required for income tax preparation.

Items To Bring is a List of common items usually required to complete your income tax return.

Questionnaire is a list of Events that may have happened during the year that may cause taxable transactions.

Client Organizer if you're not sure where to get started gathering information for your appointment this is an extensive worksheet to assist you.

Have you moved since you filed your income tax return?
Update your address with the Internal Revenue Service and the Franchise Tax Board so that you receive any correspondence from them in a timely manner.

Do you still owe the Internal Revenue Service of Franchise Tax Board money?
Set up an installment agreement to make payments on the outstanding debt.

Misc

Do you make estimated tax payments?
A common mistake on income tax returns is reporting the wrong amount of payments made. Keep track of your payments on this estimated tax payment record.

Waiting for your refund?
This e-file refund cycle chart lets you know when to expect your refund based on the day the return was accepted by the Internal Revenue Service.

Feeling Charitable?
The Guide for Charities is just that. A guide to forming and operating a non-profit organization.