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 |
| 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 |
If you need any additional historical documents please email our offices