Accounting & Tax

2020 Documents

Call 816-525-1411

✅ 2020 Documents ✅

(Red Boxes Required before appointment)

2020 Questionnaire - Required

We require that every client complete this questionnaire each year so that we prepare a more thorough tax return. If you prefer to do this before the day of your appointment please print, complete, sign, and present when you arrive for your scheduled time.

Click To Access Form

Blank Organizer - Optional

This blank organizer may be helpful to you while you gather your information for your tax appointment. We certainly do not require this for our benefit however, if it is helpful for you, please feel free to download and complete as much as you wish.

2020 Engagement Letter - Required

Please take a few moments to read and understand the engagement letter that we require for every individual tax return that we prepare. Sign and bring to your appointment to make your time in our office most efficient.

Click to Access Form

Non-Cash Contribution Spreadsheet - Optional

This worksheet will help you value your non-cash donations. Non-Cash Contribution Worksheet

Click to Access Form

2020 Consent - Required

The IRS requires that we have consent to look at your tax return information in order to offer you any tax advice. Print, complete, sign and bring to your appointment.

Click to Access Form

Extension - Optional

If you are unable to complete your taxes by April 18th, you should file an extension of time to file. This extension does not give you an extension of time to pay, therefore, if you expect to owe you should pay the tax with your extension. The Federal Form 4868 should be completed and postmarked by April 18th. If you will owe the state or you generally file a city tax return, please contact the office for further directions.

Missouri & Kansas Tax Resources

Kansas Tax Return

Click To Access Site

Missouri Tax Return Status

Click To Access Site

IRS Refund Status

Click to Access Site



Main Office

202 NE Douglas St.
Lee’s Summit, MO 64063



Call Us

816-525-1411



Email Us

info@taxjeanie.com