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Conway CPAs, LLC

2020 Tax Filing Season

Contact Us Greenville (903) 450-1200 Rockwall (972) 771-1065

Personal Tax Return, Form 1040

  • A signed 2020 Engagement Letter, click here to download pdf
  • A completed 2020 Client Information Sheet, click here to download pdf
  • Copy of Taxpayer's (and Spouse if applicable) Driver License to verify identity
  • If you are expecting a refund, we will need a voided check to ensure accuracy of bank information
  • NEW for 2020!  Did you receive the first and/or second round of Stimulus payments?  If so, we need to know what date and amount of each payment received.
  • NEW for 2020!  If you have a Schedule C Business, did you receive a Payroll Protection Program (PPP) Loan?  If so, what date was the loan funded and what amount did you receive?
  • NEW for 2020!  If you have a Schedule C Business, did you receive a Economic Impact Disaster Loan (EIDL)?  If so, what date was the loan funded and what amount did you receive?


Business Tax Returns, Forms: 990, 1041, 1065, 1120 or 1120S

  • A signed 2020 Engagement Letter
  • A completed 2020 Business Information Sheet, click here to download pdf
  • We will also need your "XT" number to electronically file your annual Franchise Tax return to the Texas State Comptroller.
  • Remember that all bank, credit and loan accounts need to be reconciled to their statements before we can begin preparing your business return
  • NEW for 2020!  Did you receive a Payroll Protection Program (PPP) Loan?  If so, what date was the loan funded and what amount did you receive?
  • NEW for 2020!  Did you receive a Economic Impact Disaster Loan (EIDL)?  If so, what date was the loan funded and what amount did you receive?