Forms – Tax Documents

Forms

Below are some useful forms. You can access more at the IRS website.

• Tax Organizer – PDF
• Consent to Disclose Form – PDF
• Non-Cash Charitable Contribution Worksheet – PDF or Excel
• Home Improvement Record
• Tax Document Checklist
• Fee Schedule
• Engagement Letter
• New Client Worksheet – Individual
• New Client Worksheet – Business

Call or email us today to get started. Email at John@JohnGalloCPA.com or call 303.817.7855.

Newsletters

• January, 2025 – PDF

You will need the free Adobe PDF Reader to view some of these forms. Click here to download.

Ebooks

• The Independent Contractor vs. Employee Issue and the Related Reporting Requirements
• Starting a Business in Colorado