Brigham Tax & Financial Services © 2017. All rights reserved.

Document & Forms

Here you will find Documents and Forms to assist you in preparing for your tax appointment. All documents are for tax  year 2017 with 2018 due dates but can be utilized in preparing for earlier years.

ALL 1040 Clients will need to complete ONE of the following:

 – signed engagement letter is required from ALL clients.

 – needed in addition to detailed client organizer

(*Returning clients may request a detailed personalized organizer if preferred)

 – signed engagement letter is required from ALL clients.

SOME 1040 Clients may need to complete the following:

BUSINESS Clients may need:

OTHER Forms Clients frequently need / request:

SOME 1040 and some business clients may find these business / industry specific checklists helpful:

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