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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If you need any additional historical documents please email our offices

PLEASE NOTE: As of late Aug 2018 there was a proposed law change that would disallow a double deduction for these charitable credits at the federal level for contributions made after Aug 2018. You are still eligible for the AZ state tax credits as the change would only impact your ability to take them as charity donations at the federal level.
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