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 links to assist us in gathering all your income and deductions. Whether you are an individual with a few deductions or you have small business these electronic checklists will help you gather your information in a quick and detailed manner.
Individual Tax Clients - Form 1040 Checklist/Organizer
Business Tax Clients - Form 1120/1120S/1065
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.
