Personal Tax Preparation Engagement Letter (No Link Until January 2019)
Please read and sign this before we start on your tax return. This lays out an understanding of what services are and are not included with your tax preparation fee. This letter also gives you, the client, and us, the preparer, an understanding of both our obligations in the tax preparation process.
General Personal Tax Organizer
Use this as a guideline to help you through preparing your tax workpapers. Not all items may apply to you, but this will serve as a great way to stay organized.
Real Estate Professional Expenses
A general list of common real estate professional expenses.
Trucking Professional Expenses
A general list of common trucking professional expenses.
Rental Property Income & Expenses
Use this to track income and expenses for your rental properties. Please use one for each property and do not combine properties.
General Schedule C Business Expenses
Use this to track your business income and expenses. This is not an all-inclusive form, but a very good general format for tracking income and expenses.
In-Home Office Worksheet
Use this form to track the deductible portion of your in-home office. This can get confusing, so please contact us and we will be glad to walk you through it.
IRS Deductible Business Mileage Chart
A good chart to show what business miles are deductible.
Contractor Vs Employee
Review this checklist to determine if you have an employee or a contractor. These two different types of workers are treated very differently when it comes to taxes and legal reporting requirements.
Form W9, Request For Taxpayer Identification Number And Certification
If you have a contractor, it is important to get a W9 form from each contractor. In fact, we recommend as a best practice to have this form completed before your first payment is made to your contractor.
Salvation Army Valuation Guide
Ever wonder how much to value your non-cash charitable donations such as clothing, equipment, tools, and furniture. Use this as a guideline.
Basic Pricing & Rates
We want to share with you our basic outline of prices so that there will be no surprises. If you would like a quote tailored to your specific situation, please contact us. Our rates and fees are below regional price averages while maintaining a high level of staff expertise and customer service.