Data Collection

se click on the PDF form you would like to download. Should you have any difficulties, please do not hesitate to contact our office.

ALL CLIENTS

• Engagement Letter & Fee Schedule

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INDIVIDUALS

• Things To Bring List
• Itemized Deductions

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BUSINESS

• Notice January 2021
• Sole Proprietorship Business Income
• Rental Income Schedule

If you would like a tax organizer sent to you, which includes your personal data from the prior year, please call the office at (760) 438-4030 or email us at lts@lecprofgroup.com.