2024 Tax Forms NEW CLIENTS: 2024 Income Tax Questionnaire Organizer Packet (Long Form) A NEW CLIENTS: 2024 Income Tax Questionnaire Organizer Packet (Short Form) B RETURNING CLIENTS: 2024 Income Tax Questionnaire Organizer Packet (Long Form) C RETURNING CLIENTS: 2024 Income Tax Questionnaire Organizer Packet (Short Form) D 2024 Medical Expenses Worksheet E Charitable Contributions Worksheet (Cash) F Charitable Contributions Worksheet (Non-Cash) G Rental Properties Income/Expenses – Schedule E Worksheet H Profit or Loss from Business Worksheet – Schedule C Worksheet I 2024 Basic Taxpayer Information Form J 2024 Individual Engagement Letter K
