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D. I. Johnson & Co., Ltd.
Making Numbers Count

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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