Useful Links
Disclosures
- IRS Disclosures
Lexington Tax Forms
- 102 Checklist of items for your return
- 103 Client Document Portal Use Instructions
- 108 Engagement Letter
- 109 E-Organizer Instructions
- 114 Client Solicitation and use consent
- 116 Non Cash Charitable Contributions List
- 119 Prepaid Planning Agreement
- 123 Tax Maintenance Program Agreement
- 124 Tax Record Retention Period
- 125 2025 Tax Preparation Packet
- 150 Form 8879 Electronic Signature Instructions
- 160 Contact Information Update
- 2025 Organizer Blank Forms
Featured Content
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Learn More
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Learn More
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
Learn More