Documents

This page contains links to documents you may need to have me and my team complete your taxes.

man writing on paper
man writing on paper

The Worksheet

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Before you start filling in the form:

Click the ShareFile button below to upload files.

The Worksheet

Please follow these simple steps

SAVE the blank form to your computer

Adobe Reader (Click the "Get Adobe Reader" link below)

Open your saved, blank form in the latest version of

Complete the form. Re-Save the form. Then send the completed form to:

Get Adobe ReaderGet Adobe Reader

Note: This link defaults to download and install the Acrobat Reader Chrome Extension, and an optional offer of installing Google Chrome to your computer. If you do NOT want these software options, make sure to UNCHECK the "Install the Acrobat Reader Chrome Extension" box, and the "Optional offer: Yes, install Google Chrome." box BEFORE choosing to install Adobe Acrobat Reader DC.

INCOME TAX RETURN WORKSHEET

Download

You can right-click on the worksheet links to save them on your computer. For PCs, you will "Save Link As..."; for Macs it is "Download Linked File As..."

The worksheet is interactive with blue boxes that you fill in with your keyboard. Click on a field to select it. The tab key will advance the cursor to the next form field. Click on a checkbox to put a check mark inside it.

Once completed, save the PDF as your name (i.e., DoeJane.pdf), and attach the document to an email you send to me at david@davidturrentine.com. You may also scan your 2023 tax reporting documents and email them to me as PDF files.

If you prefer, you may print the PDF as a blank form to be filled in by hand. You may also mail or fax the worksheet to me along with photocopies of your W-2s, 1099s, K-1s., brokerage statements, etc. Do not send original documents to me in the mail without first making copies of them.

If you have already prepared other reports with the necessary information I need to prepare your tax returns, it is not necessary to duplicate the information on the worksheet.

Once you have completed the worksheet and assembled your tax information, you have several options:

Email
Email
Snail Mail
Snail Mail

Email the completed PDF Worksheet form to me at david@davidturrentine.com. You may also attach scans of your W-2s, 1099s and other tax statements to the email. I will email your completed returns to you for your signature along with filing instructions.

EMAIL

Mail the completed Worksheet to me with photocopies of your W-2s, 1099s and other tax statements. Do not mail original W-2s without making copies. They are difficult to replace if lost in the mail. I will email your completed returns to you for your signature along with filing instructions.

REGULAR MAIL

FAX

Fax a completed Worksheet to me along with your W-2s, 1099s and other tax statements. I will email your completed returns to you for your signature along with filing instructions. Fax number 773.509.1806.

DROP OFF

It is important that you get your information to me as soon as possible. If I receive your materials after March 20, I may need to file an automatic extension for you. This extension would expire on October 15, 2024. Please note that this is an extension of time to file, not an extension to pay any tax due. If you owe tax with your return, interest and late penalties may apply even if I file an extension for you.

If we are filing your returns by paper/mail (such as prior year returns), I will mail the completed returns to you for your signature along with filing instructions. You may also come and pick up your completed returns in person at my office.

It is important that you get your information to me as soon as possible. If I receive your materials after March 20, I may need to file an automatic extension for you. This extension would expire on October 15, 2024. Please note that this is an extension of time to file, not an extension to pay any tax due. If you owe tax with your return, interest and late penalties may apply even if I file an extension for you.

Please contact my office if you have any questions. I look forward to hearing from you soon.

Signature Authorization Forms

When we have prepared your return we will email a copy of the returns to you as a PDF document. This will serve as your copy of the return. We will also email signature authorization forms for you to sign and return to me.

Before I can transmit your returns electronically, I am required by law to have these signed forms in my office. You can mail/email/fax these forms to me, along with payment of my invoice.

I can only file your return after I have received the signature authorization forms.

Please contact my office if you have any questions. I look forward to hearing from you soon.

REQUIRED OF ALL CLIENTS

A Secure Way to Upload Your Valuable Documents

I have provided a secure upload portal for you to send me your private financial information. Use this portal to return your Worksheets, copies of your tax forms, and other personal documents.

Click the ShareFile button below to upload your files.

Letter of Engagement

Before I can work on your income tax returns, you will be required to sign a "Letter of Engagement". You can download a PDF version of this letter, sign and date it, then email it to me at david@davidturrentine.com

REQUIRED OF ALL CLIENTS

Letter of EngagementLetter of Engagement