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Guides & Checklists

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W-2 preparation checklist W-2_Checklist

Compute personal use of a company vehicle with this guide Vehicle_Related_Guides

1099 Worksheet 1099 Worksheet

Individual Tax Organizer - Blank Copies
Client Organizer - Short Version

Landlord and CRP information 



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.