forms

We provide the following fillable PDF forms to help us help you with your tax preparation and bookkeeping needs:

Bookkeeping

  • Getting Started
    This form will help you put together everything you need to get started with The Library Inc.  This information is also available online HERE.
  • Online Authorization
    Fill out this form to authorize The Library, Inc. online access to my accounts for the purpose of account maintenance, transfers, bill payments or any other transactions.
  • Non-Retainer Agreement
    Fill out this form to engage The Library Inc. to perform bookkeeping and accounting services.

Tax Preparation

  • What To Bring
    This checklist will help you make sure you have everything you need when you meet with us.
  • Tax Engagement Agreement
    Fill out this form to engage The Library Inc. to perform tax preparation and management services.
  • Tax Interview – Main
    Fill out this form to help The Library Inc. prepare your general federal and state taxes.
  • Tax Interview – Business
    Fill out this form if you have a business, did any contract (1099) work, or have deductible expenses as an employee. If you have more than one business, fill one out for each.
  • Tax Interview – Rental Property
    Fill out this form if you have income and expenses from a rental property.