2019 Year-End Business Organizer Forms

2019 S-Corporation Tax Organizer Packet

This contains the engagement letter, QuickBooks checklist and Questionnaire required for us to prepare your 2017 S-corporation tax return.

2019 C-Corporation Tax Organizer Packet

This contains the engagement letter, QuickBooks checklist and Questionnaire required for us to prepare your 2017 C-corporation tax return

2019 Partnership Tax Organizer Packet

This contains the engagement letter, QuickBooks checklist and Questionnaire required for us to prepare your 2017 partnership tax return

Employer Provided Vehicle


If your business owns a vehicle and is used for personal use, we will need this form to document the value of personal usage of those vehicles.

2019 Fringe Benefit Questionnaire


If we are preparing your year-end payroll tax returns and Forms W-2, this form provides us information about items that may need to be reported or adjusted on your W-2s.

Form 1099 Worksheet


Use this to summarize information that needs to be reported to your vendors on Form 1099.

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