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Checklists

Organization is the key to precision 

 

 

 

New Clients
 

We kindly ask that you download the applicable Individual or Business tax return checklists. This will help you in gathering all the data needed to have your taxes prepared. Completing a checklist ensures completeness and accurate tax filings.     

New this year is the template for all non-employee compensation Paid over $600.

(Due January 31st)

 

Please ensure that you save the file to your desktop before completing it.

(Hint: It's the button on the right of the printer button, arrow pointing downwards)

Individual Checklist

Form 1099-NEC Checklist

Business Checklist

Sale of Home

Rental Property

Penalty Abatement

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