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Documents for Client use:

Note, if you want to send us a QuickBooks file, please use this link

You can download the following documents from this page:

Tax Year 2017
ending 12/31/2017
Main Forms
Tax Forms for Individuals
(Form 1040, Sole Props)
»2017 – Personal Organizer 

 » Client Bio Sheet

 » Medical Deduction List

 » IRS Standard Deductions List

Tax Forms for Businesses
(Forms: 1065, 1120, 1120S)
» 2017 – Business Organizer
» IRS Standard Deductions List
» Client Bio Sheet
Strategic Tax Design  » CTC Tax Plan Questionnaire
Bookkeeping  » Email Tina to get a Personalized Monthly Maintenance Plan Agreement – (Email Tina)
General Forms » Capitalization Policy
» 
Overseas Disclosure
» 
Consent for Disclosure

 

Tax Year 2016
ending 12/31/2016
Main Forms
Tax Forms for Individuals
(Form 1040, Sole Props)
 » Client Bio Sheet
» Medical Deduction List
» IRS Standard Deductions List
Tax Forms for Businesses
(Forms: 1065, 1120, 1120S)
» 2016 – Business Organizer
» IRS Standard Deductions List
» Client Bio Sheet
Strategic Tax Design  » CTC Tax Plan Questionnaire
Bookkeeping  » Email Tina to get a Personalized Monthly Maintenance Plan Agreement – (Email Tina)
General Forms » Capitalization Policy
» 
Overseas Disclosure
» 
Consent for Disclosure

 

Tax Year 2015
ending 12/31/2015
Main Forms
Tax Forms for Individuals
(Form 1040, Sole Props)
 » Client Bio Sheet
» Medical Deduction List
» IRS Standard Deductions List
Tax Forms for Businesses
(Forms: 1065, 1120, 1120S)
» 2015 – Business Organizer
» IRS Standard Deductions List
» Client Bio Sheet
Strategic Tax Design  » CTC Tax Plan Questionnaire
Bookkeeping  » Email Tina to get a Personalized Monthly Maintenance Plan Agreement – (Email Tina)
General Forms » Capitalization Policy
» 
Overseas Disclosure
» 
Consent for Disclosure

 


 

2014 » 2014 – Individual Organizer
» 2014 – Business Organizer
2013 » 2013 – Individual Organizer
» 2013 – Business Organizer
2012 » 2012 – Individual Organizer
» 2012 – Business Organizer
2011 » 2011 – 1040 (INDIVIDUAL) Entire Blank Organizer
» 2011 – 1040 (INDIVIDUAL) Min. Required Pages – Blank Organizer
» 2011 – Business Organizer
2010 » 2010 Personal Organizer
» 2010 Business Organizer
2009 » 2009 Personal Organizer
» 2009 Business Organizer
2008 » 2008 Personal Organizer
» 2008 Business Organizer

If you need any additional historical documents please email our offices

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