Tax Time
Prepare forTax Time
Do you know what information you need to send in to The CPA Group? Collecting all the documents for income and deductions can be a challenging task. Sending in all your data is critical to completing an accurate tax return and gathering all of your expenses will help you take advantage of the most tax deductions.
Below you will find forms to assist you in compiling all your income and deductions. Whether you are an individual with a few deductions or you have small business, farm or rental income, these checklists will help you gather your information in a quick and detailed manner.
New Individual Tax Clients - Use These Forms
New Client 1040 Checklist
Guide to gathering information necessary to complete your tax return.
Engagement Letter
Details of commitments to our clients.
Business Tax Clients - Use These Forms
We have the following forms available to assist you in collection of documents necessary for your business activities.
Corporate Tax Organizer
Form 1120 & 1120S Organizer
Small Business Worksheet
Worksheet for Schedule C Business
Rental Property Worksheet
Worksheet for Schedule E Rental
Partnership Tax Organizer
Form 1065 Organizer
Farm Worksheet
Worksheet for Schedule F Farm
LLC Tax Organizer
If you are a new LLC and unsure as to which form you file complete this organizer.
Clients - Forms to Complete the Process
AuditProtect Retainer
Explanation and terms of our
AuditProtect Retainer
AuditProtect Retainer
Pay My Fee
Make a payment on your account online
Need to talk about your situation? We’re here to help!
Book an appointment and let us know what you need and we’ll do our best to help.