At Blue Skies Tax services we offer a variety of online tools to help you file your taxes, file extensions, and provide us with all the necessary information so that we may provide you with the best service possible. You can explore our various online services below.
Checklists and Submit Forms
Client Engagement Letter
We are pleased to be able to serve you in preparing your federal and requested state income tax returns. This letter is to specify and confirm the terms of our engagement with you and to clarify the nature and extent of the services we will provide. Ethical guidelines and our professional liability insurance requires this form to be completed- this is to your advantage.
Business Engagement Letter
We are pleased to be able to serve you in preparing your federal and requested state income tax returns. This letter is to specify and confirm the terms of our engagement with you and to clarify the nature and extent of the services we will provide. Ethical guidelines and our professional liability insurance requires this form to be completed- this is to your advantage.
Tax Questionnaire
This series of questions will help you quickly get started. Just check the box next to the situations which apply to you.
Fill Out FormTaxpayer Checklist
The quality of your tax return and the timeliness of its preparation depend strongly on obtaining all your tax documents and information. Therefore, we have created the following checklist for our online submit forms and tax related documents. As more companies move to electronic delivery of their tax documents and statements, this checklist will help ensure you are not missing important tax documentation.
DownloadContact Information
Please ensure that the names written below match exactly with your Social Security name. And for eFiling purposes, birth...
Fill Out FormDependents
If you are an existing client, you do not have to re-list your dependents. Only provide additions or changes to your dependents. Children...
Fill Out FormChild and Dependent Care
Please list the amount paid for child care and / or dependent care below. Also, if you have two or more qualifying persons...
Fill Out FormEducation Student Tuition
There are two types of tax documents (1098-T and / or 1098-E) that you might receive if you are attending or have attended...
Fill Out FormMedical Expenses
To deduct medical expenses they must exceed 7.5% of your income and only that portion that exceeds 7.5% is deductible. For...
Fill Out FormFile an Extension
Please complete the following form to provide authorization for us to extend your tax returns. The first section is for extending...
Fill Out FormMortgage, PMI and Property Taxes
The IRS allows you to deduct the mortgage interest, private mortgage insurance and points paid for loan closings on your...
Fill Out FormCharitable Donations
Please detail your charitable donations and contributions below. If you made several similar donations, for example to Goodwill,...
Fill Out FormRetirement and 529 Accounts
If you took advantage of the CARES Act Retirement Distributions, please let us know ASAP so we can ensure proper filing requirements. Use...
Fill Out FormPersonal Property and Sales Tax
State and local personal property taxes you pay may be deducted if the taxes were based on value alone and were imposed on...
Fill Out FormeFile Authorization
Individuals This eFile authorization form is for individual or personal tax returns. To provide us with eFile authorization...
Fill Out FormBiz eFile Authorization
Biz eFile Authorization This eFile authorization form is for partnership or corporate (business) tax returns. To provide...
Fill Out FormSupplemental Worksheets
Partnerships and K1 Form
If you are a partner of a partnership or corporation, you might be able to deduct out of pocket expenses associated with...
Fill Out FormAuto Expenses and Mileage
Use this form to detail your vehicle expenses associated with your job, small business or rental. If you have an Accountable...
Fill Out FormHome Office Deductions
Your home office will qualify as your principal place of business if you use it exclusively and regularly for administrative...
Fill Out FormRental Property
Our apologies upfront. This submit form is ridiculously long. But there is a bunch of information we need for new clients,...
Fill Out FormFlight Crew Expense Report
***NOTE*** The Federal Employee Business Expense deduction was suspended by the Tax Cuts and Jobs Act of 2017. This means...
Fill Out Form1099 Misc
If you received a 1099-MISC tax form for your services this is considered taxable income subject to both self-employment...
Fill Out FormProperty Sale
Our apologies upfront. This form might seem repetitive but there is a bunch of information we need to confirm so we can minimize...
Fill Out FormLLC, Small Business
Here we go- this form is long. And Yes, it is required for a quality, comprehensive tax return...
Fill Out Form