DW Agosto Tax Planning, LLC

(773) 219-3353

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    • Home
    • About Us
    • Resources
      • FAQs
      • Forms & Documents
    • Blog
    • Contact Us
    • Client Portal
DW Agosto Tax Planning, LLC

(773) 219-3353

  • Home
  • About Us
  • Resources
    • FAQs
    • Forms & Documents
  • Blog
  • Contact Us
  • Client Portal

Downloads

The collection of documents and the organization of information is often the most time-consuming aspect of tax preparation for the tax preparer, which increases the cost for the taxpayer.  All clients are required to have a signed client agreement before tax preparation commences. Clients are strongly encouraged to use the provided checklists  to assist in organizing information.  We would be glad to mail you any of these forms in hard copy. 

Individual Agreement (pdf)Download
Business Agreement (pdf)Download
Taxpayer Checklist (pdf)Download
Small Business Checklist (pdf)Download
Rental Checklist (pdf)Download
Withholding Worksheet (pdf)Download

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