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
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
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What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
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What's My 2026 Tax Bracket?
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
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