Client Forms

Client Forms

The purpose of these forms and worksheets is so you can be as prepared as possible so the tax preparation process is quick and painless as possible.

Downloading Instructions

  1. To download a form to your computer right-click (select, Download Linked File) on the form description below to download it to your computer.
  2. Once you have located the PDF on your computer, double-click on the file name which should open the PDF in Acrobat Reader (or whatever other PDF reader you have on your computer)
  3. When the PDF form is open you simply click in the fields that are on the form and type in your answers to the questions on the form.
  4. When you have completed the form you can click one of four buttons at the bottom of the form to:
    • Reset Form: Removes all entered data
    • Save Form: Opens a dialog box to save the form on your computer
    • Submit Form: Email your completed form to L & L Tax and Business Services at
      L & L Tax and Business Services.
    • Print Form: Opens the Print dialog box to print the document

You can also download the forms to your computer. Print them and fill out by hand and
fax back to L & L Tax and Business Services at (415) 884-2948.

Marin County Tax Preparation

 2020 Engagment Letter


Marin County Tax Preparation

 2020 LLC Tax Organizer


Marin County Tax Preparation 2021 Individual Taxpayer Organizer


Marin County Tax Preparation2021 Individual Taxpayer Organizer – Sole Proprietorship


Marin County Tax Preparation2021 Individual Taxpayer Organizer – Rental Property


Marin County Tax Preparation  2020 S Corporation Tax Organizer