Organizers & Checklists
Here are questionnaires to help you gather and organize the necessary information for us.
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Bookkeeping Checklists
Monthly Bookkeeping Reminder Letter
Monthly Bookkeeping Information Sheet
Preparation Checklists
Business Organization Preparation Checklist
Individual Taxpayer Preparation Checklist
Financial Aid FAFSA Preparation Checklist
Mileage Logbook
Tax Planning
Year End Estimated Federal Tax Worksheet (Also in Excel)
Taxpayer Organizer
Basic Individual Taxpayer Organizer (Also in Excel)
Business Income & Expense Worksheet (Form 1)
Business New Equipment Purchase Worksheet (Form 2)
Business Tax Payments & Sales Summary (Form 3A & 3B)
Business Sub-Contractor/1099 Listing (Form 5)
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