New Individual Client Information
Provide your basic taxpayer, household, and contact information.
Download Fillable PDF2027 Tax Season • Tax Year 2026
Client forms & downloads
Choose a fillable PDF below. You can type directly into each form, save a copy to your device, or print it and complete it by hand.
Individual
Forms for individual taxpayers beginning or organizing their 2026 return.
Individual Tax Organizer
Organize income, dependents, credits, deductions, and other return information.
Download Fillable PDFIRS Form 2848 — Power of Attorney
Authorize an eligible representative to represent you before the IRS.
Download Fillable PDFIRS Form 8821 — Tax Information Authorization
Authorize a person or organization to inspect or receive confidential tax information.
Download Fillable PDFBusiness
Balance-sheet forms for business return preparation.
Corporation Balance Sheet
Record corporate assets, liabilities, equity, income, and expense information.
Download Fillable PDFPartnership Balance Sheet
Record partnership assets, liabilities, equity, income, and expense information.
Download Fillable PDFWorksheets
Supporting worksheets to help collect and organize your tax information.
Possible Tax Deductions
Review and record possible deductible expenses for tax years 2021–2026.
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