If you are already a client of My Concierge LLC this page is for you.

Here you may find helpful forms to download and my favorite links.


My Concierge LLC Forms and Documents:

About:  Did not want to create the traditional about page, but do want my clients informed:


2018 Biographical Work History

Sometimes, especially in the case of singles/seniors I may need to speak with someone else about your circumstance.  Please use this form to help.

2017 who can I talk to

For new clients with complicated ongoing needs and those who require my long distance help:

2017 Engagement Agreement

A lesson and ideas on where to put all that paper: (includes mail OPT OUT Info):


What to get out of debt?  Make the decision. Then list and contact those who need to know.  Here is a sample template letter to help you start:

good faith letter

What should you bring to the tax preparer? Many thanks to my tax guy for keeping it simple and creating this list for me instead of the big booklet most are sending out:

Tax appointment bring list

Frequently Requested Government Forms:

My Concierge LLC is not a CPA firm or tax preparation company, but will help you gather tax documents for your tax professional.  Here are some helpful forms:


When someone asks for your tax payer ID, here is the form (check for most current version at IRS.gov :


IRS 1040 Schedule A:  this link below may give you an idea of what you might deduct.  However, each year that may change so ask your tax professional.  You may find more current version at IRS.gov

f1040sa schedule A deductions

IRS 1040 Schedule C is for business deductions.  Subject to change so check for more current version at IRS.gov

f1040sc 1040 Sch C business deductions


Required Virginia Forms for Employees: