We use several different forms to ensure we’re providing quality service in prepare your tax return. Below are a series of videos giving a brief overview of the forms that we receive the most questions about so that you have an idea of what each one is and how to use it.
After viewing the videos below if you have further questions please contact our office.
Tax Packet Questionnaire
Client Organizer Checklist
Extension Request
Partnership Opt Out Audit Rules
Completing Tax Packets via RightSignature
How to Request Your IRS 2021 Account Transcript
IRS Online Account
Tax Packet Questionnaire
We use this questionnaire to identify what needs to be reported on your tax return, and what might benefit you on your tax return.
Client Organizer Checklist
We provide this checklist so you can double check you’re providing complete information for your tax preparation.
Extension Request
Please see our full page on Extension Requests
Partnership Opt Out Audit Rules
Every year a Partnership (1065 tax return) has an option to opt out of the audit rules. This video explains that option.
Completing Tax Packets via RightSignature
- You will receive an email from RightSignature.com with a link to sign the tax packet and complete the questionnaire digitally.
- You must complete all the required signature, date and questionnaire boxes and select “Submit Signature” before we will be notified that the document is complete.
- If there is more than one signer, each person has an email with their unique link to sign. Only one person in a couple is assigned the questionnaire but you both need to sign the engagement letter portion. We will not be notified that the document is complete until BOTH people have signed.
- You can save your progress and come back to the document later if needed.
How to Request Your IRS 2021 Account Transcript
We are requiring verification of your stimulus payment amounts, estimated tax payments and any advance child tax credits received for tax year 2021. The easiest way to provide this information is with an account transcript from the IRS.
IMPORTANT NOTE: If you are Married Filing Jointly, it needs to be the TAXPAYER that creates the online account or requests the transcript by mail. The SPOUSE Account Transcript will not have the information that we need!
- Go to the IRS website: https://www.irs.gov/individuals/get-transcript
- Create an online account for immediate access OR request by mail (takes 1-2 weeks)
- Request the ACCOUNT TRANSCRIPT for tax year 2021
- Provide us with a copy by uploading to your portal account: https://thrive.firmportal.com/login
ONLINE OPTION:
- Requires Identity Verification that can be challenging for some individuals
- Provides immediate access to multiple transcript options and much more information
GET BY MAIL OPTION:
- Very quick to request
- Takes 1-2 weeks to receive in the mail
- Will be sent to the address the IRS has on record from your last tax filing
IRS Online Account
Your IRS online account is a valuable tool for accessing information on your tax records, payments and balances due. We strongly encourage you to create an online account: https://www.irs.gov/payments/your-online-account