Client Forms

All Clients

• Engagement Letter: Individuals (1040) 2024
• Additional Filing Issues: AFI (required)
• ATC Privacy Policy (updated 1/2025)
• Tax Appointment Checklist

2024 New Clients

• Base Organizer
• Sole Proprietor Forms: Schedule C – Profit or Loss from Business
• Rental Forms: Schedule E – Income or Loss from Rental Real Estate & Royalties
• Farming Forms: Schedule F – Profit or Loss from Farming
• Household Employee Forms

Other Information

• Ohio CAT Changes: (effective Jan 1, 2024) Commerical Activity Tax (Ohio)
• W-9 (blank) Form: Request for Taxpayer Identification Number and Certification