2021 S-Corporation Tax Organizer Packet
This contains the engagement letter, QuickBooks checklist and Questionnaire required for us to prepare your 2021 S-corporation tax return. For an online electronic version, click here.
2021 C-Corporation Tax Organizer Packet
This contains the engagement letter, QuickBooks checklist and Questionnaire required for us to prepare your 2021 c-corporation tax return. For an online electronic version of the C-Corporation Packet, click here.
2021 Partnership Tax Organizer Packet
This contains the engagement letter, QuickBooks checklist and Questionnaire required for us to prepare your 2021 partnership tax return. For an online electronic version of the Partnership Packet, click here.
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.
For an online form you can complete and send completely electronically, click here.
2021 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.
For an online form that you can complete and send completely electronically, click here.
Form 1099 Worksheet
Use this to summarize information that needs to be reported to your vendors on Form 1099. For an online electronic version of this form that you can complete and send electronically, click here.
