TAX PREPARATION ORGANIZER

Select below to download.

• Tax Form Checklist (DOC)
• Extension Request (DOC)
• Current Information Worksheet (DOC)
• Client Tax Organizer Worksheet (PDF)
• Credit Card Authorization Form (PDF)
• Engagement Letter (DOC)
• Corprate Engagement Letter (DOC)
• Business Expenses (PDF) 
• Business Expenses (Excel)
• Rental Income and Expenses (Excel)
• Rental Income and Expenses (PDF)
• Trucker Income and Expenses (PDF)