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Check out the current year tax planning guide 2011 - 2012 Tax Planning_Guide
Year End Business Guide Year End Business Guide
W-2 preparation checklist W-2_Checklist
Compute personal use of a company vehicle with this guide Vehicle_Related_Guides
1099 Worksheet 1099 Worksheet
How long should you keep records? (Typically add 1 year to
the attached guide due to longer state statutes) Record Retention Guide
Organizer instructions on how to open the .pdf version Cick here
2010 Individual Tax Organizer - Blank Copies
2010_Client_Organizer_-_Short_Version
2009 Individual Tax Organizer - Blank Copies
Long Version
Short Version
2009_Individual_Tax_Engagement_Letter
Landlords click here for CRP Forms & Instructions
Landlord_and_CRP_Form - 2010
Landlord and CRP information - 2011
Corporation Tax Organizer
Corporation_Organizer
IRS Circular 230 disclosure:
To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. Federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein. This advice may not be forwarded without our express written consent.
(For clients that have previously been emailed)
2011 Individual Tax Organizer - Blank Copies
2011_Client_Organizer
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