We are Experts Dedicated to the Success of Our Clients and Serve Always, With Integrity.
Young & Company Forms
| Document | Description | Download |
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Client Information Sheet (Individual) |
Fillable intake form for individual clients to provide personal and tax-related information. |
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Individual Tax Questionnaire – 2025 (Fillable) |
Annual questionnaire used to gather personal, financial, and tax-related information needed to prepare an individual tax return. |
| Document | Description | Download |
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TY 2025 Individual Income Tax Preparation |
Outlines the scope, responsibilities, and terms for preparation of an individual federal and state income tax return. |
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TY 2025 C-Corporation Income Tax Preparation |
Defines the services, responsibilities, and engagement terms for preparation of a C-Corporation income tax return. |
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TY 2025 S-Corporation Income Tax Preparation |
Details the engagement terms and responsibilities related to preparation of an S-Corporation income tax return. |
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TY 2025 Partnership Income Tax Preparation |
Establishes the scope of services and responsibilities for preparation of partnership income tax returns. |
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TY 2025 Trust Tax Return Preparation |
Outlines the engagement terms for preparation of trust or estate income tax returns (Form 1041). |
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TY 2025 Non-Profit Tax Return Preparation |
Defines the scope and responsibilities for preparation of a non-profit organization’s annual tax return. |
| Document | Description | Download |
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C-Corporation Income Tax Engagement Letter |
Annual engagement letter for C-Corporation tax return preparation. |
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S-Corporation Income Tax Engagement Letter |
Annual engagement letter for S-Corporation tax return preparation. |
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Partnership Income Tax Engagement Letter |
Annual engagement letter for preparation of Partnership tax return (Form 1065). |
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Individual Income Tax Engagement Letter |
Annual engagement letter for preparation of an Individual tax return (Form 1040). |
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Non-Profit Tax Return Engagement Letter |
Engagement letter for preparation of a Non-Profit organization’s annual tax return (Form 990). |
| Document | Description | Download |
|---|---|---|
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ACH Bank Authorization Form (Fillable) |
Allows clients to authorize electronic bank withdrawals or deposits related to tax payments or refunds. |
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NYS Form TR-2000 (E-ZRep Authorization) |
Authorizes Young & Company CPAs to access New York State tax information and perform certain transactions on a client’s behalf. |
| Document | Description | Download |
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Letters Coming Soon. |
| Document | Description | Download |
|---|---|---|
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C-Corporation Income Tax Engagement Letter |
Annual engagement letter for C-Corporation tax return preparation. |
|
|
S-Corporation Income Tax Engagement Letter |
Annual engagement letter for S-Corporation tax return preparation. |
|
|
Partnership Income Tax Engagement Letter |
Annual engagement letter for preparation of Partnership tax return (Form 1065). |
|
|
Individual Income Tax Engagement Letter |
Annual engagement letter for preparation of an Individual tax return (Form 1040). |
|
|
Non-Profit Tax Return Engagement Letter |
Engagement letter for preparation of a Non-Profit organization’s annual tax return (Form 990). |
| Document | Description | Download |
|---|---|---|
|
Coming Soon. |
Young & Company Forms
| Document | Description | Download |
|---|---|---|
|
C-Corporation Income Tax Engagement Letter |
Annual engagement letter for C-Corporation tax return preparation. |
|
|
S-Corporation Income Tax Engagement Letter |
Annual engagement letter for S-Corporation tax return preparation. |
|
|
Partnership Income Tax Engagement Letter |
Annual engagement letter for preparation of Partnership tax return (Form 1065). |
|
|
Individual Income Tax Engagement Letter |
Annual engagement letter for preparation of an Individual tax return (Form 1040). |
|
|
Non-Profit Tax Return Engagement Letter |
Engagement letter for preparation of a Non-Profit organization’s annual tax return (Form 990). |
