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WENDY ERDENBRACK CPA

WENDY ERDENBRACK CPAWENDY ERDENBRACK CPAWENDY ERDENBRACK CPA

WENDY ERDENBRACK CPA

WENDY ERDENBRACK CPAWENDY ERDENBRACK CPAWENDY ERDENBRACK CPA
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Late Tax Season Notice

Extension

If you are submitting your 2024 tax information for the first time to our office, please note that you will most likely be put on extension. We will make every attempt to have your tax returns completed by the April 15th deadline, but if we discover that it will not be possible, we will contact you if it appears that you will have a balance due to federal or state to provide an opportunity to make a payment with the extension. We are also NOT accepting any new clients at this time.

Downloads for Income Tax Preparation

CURRENT CLIENTS ONLY - For your convenience, please fill out the forms COMPLETELY and drop them off with your tax information, or ALL of your tax documents can be uploaded HERE. If possible, please combine all of your forms into one file before uploading. 

Please Note: NO PHOTOS of your documents. Please scan or use a scanner APP, in order to be legible. Thank you for your understanding.

REQUIRED - Combined Intake & Engagement letter (pdf)Download

General Downloads

These forms are being provided as guidance to show the information needed, if applicable to our clients' tax situation. You can choose to use the forms below or provide your own version of the information.

Supplemental - Rental & Royalty Income Organizer (pdf)

Download

Supplemental - Business Income (Self Employed) (pdf)

Download

Supplemental - Work/Business Use of Home Organizer (pdf)

Download

(ONLY IF REQUESTED) Bank Authorization - Tax Information Disclosure (pdf)

Download

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