All Client Forms for Tax Year 2024

Download, print, or fill out these Muenks Tax Client Forms virtually and submit them securely. Return them in person during your appointment or drop-off, or upload them through your SmartVault portal for a seamless experience. If you have questions, please don't hesitate to reach out to our team.

Client Letter
All Clients
2024
Returning Client Organizer
Returning Clients
2024
New Client Organizer
New Clients
2024
Itemized Deductions Checklist
All Clients
2024
Business Income Checklist
Business Clients
2024
Rental Income Checklist
Real Estate Clients
2024