Over the years we have learned worksheets and questionnaires can greatly reduce the time and head aches associated with accounting and tax preparation. As a result we have decided to make several of these items available to our clients.
We hope you find these as useful as we have.
Documents (PDF)
Payroll Issues
Form 1099-Misc Worksheet
Fringe Benefits Questionnaire
Employer Provided Vehicle Worksheet
Corporate Tax Organizer
Records Retention
Small Business Health Credit Worksheet
Taxpayer Questionnaire - Farm Rental
Taxpayer Questionnaire - Farm
Taxpayer Questionnaire - Rental Property
Taxpayer Questionnaire - Small Business
Form 1040 Tax Organizer
Excel Worksheets (XLS)
Amortization Schedule
1099-MISC Worksheet
W-2 Worksheet
Expense Reimbursement Statement
Basic Bookkeeping Worksheet
Business Income and Expense Worksheet
Farm Income and Expense Worksheet
QuickBooks Templates (QBB)
The following files are QuickBooks Backup files of blank company files that you may restore on your computer to easy the setup of your accounting records.
Farm Bookkeeping in QuickBooks Backup File
Signed Forms Needed for your Tax Return Appointment/Mail-in/Drop-off
As a result of governmental, professional and Firm quality control standards we are now requiring all clients to complete pre-preparation forms. The appriopiate forms will need to be completed, signed and returned to our office before we may begin work on your tax return.
Form 1040 - Individual Tax Return
Form 1041 - Fiduciary (Estate and Trusts) Tax Return
Form 1065 - Partnership Tax Return
Form 1120 - Corporate Tax Return
Form 1120S - S-Corporation (Small Corporation) Tax Return
Form 706 - Estate and Inheritance Tax Return
Form 990 - Non-Profit Tax Return
If you would like to securely upload the signed documents to our office please visit our Client Document Upload page.
