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