We Provide Solutions

If you are in the Orlando Area and you'd like to see what kind of difference that attentive professional Accounting, Tax, Financial and Business planning can make to your financial future call us at 407-830-5717 or contact us to make an appointment today.

New Client Organizers

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REMOTE MEETING QUESTIONNAIRE

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The following Checklist is provided for our new clients to help you better prepare for a scheduled Remote or Virtual CPA Conference. This checklist must be filled out prior to the confirmation of any Virtual or Remote appointment, in order for us to help provide convenience in organizing your records for the scheduled meeting. 

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Virtual/Remote Meeting Questionnaire

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2019 NEW CLIENT ORGANIZERS

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The following tax Checklist are provided for our new client's convenience in organizing their 2019 records. 

 

FOR BUSINESS  

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For new clients that have a C-Corporation, S-Corporation, Partnership or Limited Liability Company, we suggest that you use the following checklists.

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C-Corporation - FORM 1120

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S-Corporation - FORM 1120S

 

Partnership or Limited Liability CompanY - FORM 1065

 

Proprietorship or Single Member Limited Liability CompanY - SCHEDULE C ON FORM 1040

 

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FOR INDIVIDUALS

 

FORM 1040: For new clients that are unsure of your needs, we suggest that you use the following checklist. FORM 1040

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OTHER FILINGS

 

TRUST AND ESTATES  -  FORM  1041

 

Our Fiduciary Organizer is provided to help you gather and organize information relating to preparation

of your Form 1041 Fiduciary Income Tax Return. Trusts and Estates file Form 1041 to report income.

Trusts must generally file Form 1041 when annual income exceeds $300.

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Not For Profit -  FORM 990

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2018 CLIENT ORGANIZERS

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The following tax Checklist are provided for our new client's convenience in organizing their 2018 records. 

FOR BUSINESS  

For new clients  that have a Corporation, S-Corporation, Partnership or Limited Liability Company, we suggest that you use the following checklist.

 

2018  BUSINESS TAX ORGANIZER

For new clients that have a un-incorporated business (a proprietorship), we suggest that you use the following checklist.

 

2018 INDIVIDUAL SMALL BUSINESS CHECKLIST PACKAGE

 

FOR INDIVIDUALS

 

For new clients, we suggest that you use one of the following checklist

 

2018 INDIVIDUAL GENERAL CHECKLIST PACKAGE 

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For new clients that have a rental property, we suggest that you use the following checklist.

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2018 INDIVIDUAL WITH RENTAL PROPERTY CHECKLIST PACKAGE

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For new clients that are unsure of your needs, we suggest that you use the following checklist.

 

2018 INDIVIDUAL FULL CHECKLIST PACKAGE

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TRUST AND ESTATES

 

Our Fiduciary Organizer is provided to help you gather and organize information relating to preparation

of your Form 1041 Fiduciary Income Tax Return. Trusts and Estates file Form 1041 to report income.

Trusts must generally file Form 1041 when annual income exceeds $300.

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2018 FORM 1041 TAX RECORD ORGANIZER

 

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PRIOR YEARS BELOW

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2017 NEW CLIENT ORGANIZERS

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The following tax Checklist are provided for our new client's convenience in organizing their 2017 records. 

FOR BUSINESS  

For new clients  that have a Corporation, S-Corporation, Partnership or Limited Liability Company, we suggest that you use the following checklist.

 

2017  BUSINESS TAX ORGANIZER

For new clients that have a un-incorporated business (a proprietorship), we suggest that you use the following checklist.

 

2017 INDIVIDUAL SMALL BUSINESS CHECKLIST PACKAGE

 

FOR INDIVIDUALS

 

For new clients that have a rental property, we suggest that you use the following checklist.

 

2017 INDIVIDUAL WITH RENTAL PROPERTY CHECKLIST PACKAGE

 

For new clients that have a home office, or other employee business expenses, we suggest that you use the following checklist.

 

2017 INDIVIDUAL GENERAL CHECKLIST PACKAGE

 

For new clients that are unsure of your needs, we suggest that you use the following checklist.

 

2017 INDIVIDUAL FULL CHECKLIST PACKAGE

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TRUST AND ESTATES

 

Our Fiduciary Organizer is provided to help you gather and organize information relating to preparation

of your Form 1041 Fiduciary Income Tax Return. Trusts and Estates file Form 1041 to report income.

Trusts must generally file Form 1041 when annual income exceeds $300.

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2017 FORM 1041 TAX RECORD ORGANIZER

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2016 NEW CLIENT ORGANIZERS

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The following tax Checklist are provided for our new client's convenience in organizing their 2016 records. 

FOR BUSINESS  

For new clients  that have a Corporation, S-Corporation, Partnership or Limited Liability Company, we suggest that you use the following checklist.

 

2016  BUSINESS TAX ORGANIZER

For new clients that have a un-incorporated business (a proprietorship), we suggest that you use the following checklist.

 

2016 INDIVIDUAL SMALL BUSINESS CHECKLIST 

 

FOR INDIVIDUALS

 

For new clients that have a rental property, we suggest that you use the following checklist.

 

2016 INDIVIDUAL WITH RENTAL PROPERTY CHECKLIST

 

For new clients that have a home office, or other employee business expenses, we suggest that you use the following checklist.

 

2016 INDIVIDUAL GENERAL CHECKLIST

 

For new clients that are unsure of your needs, we suggest that you use the following checklist.

 

2016 INDIVIDUAL FULL CHECKLIST PACKAGE

 

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2015 NEW CLIENT ORGANIZERS

 

The following tax Checklist are provided for our new client's convenience in organizing their 2015 records. 

FOR BUSINESS  

For new clients  that have a Corporation, S-Corporation, Partnership or Limited Liability Company, we suggest that you use the following checklist.

 

2015  BUSINESS TAX ORGANIZER

For new clients that have a un-incorporated business (a proprietorship), we suggest that you use the following checklist.

 

2015 INDIVIDUAL SMALL BUSINESS CHECKLIST 

 

FOR INDIVIDUALS

 

For new clients that have a rental property, we suggest that you use the following checklist.

 

2015 INDIVIDUAL WITH RENTAL PROPERTY CHECKLIST

 

For new clients that have a home office, or other employee business expenses, we suggest that you use the following checklist.

 

2015 INDIVIDUAL GENERAL CHECKLIST

 

For new clients that are unsure of your needs, we suggest that you use the following checklist.

 

2015 INDIVIDUAL FULL CHECKLIST PACKAGE

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2014 NEW CLIENT ORGANIZERS

 

The following tax Checklist are provided for our new client's convenience in organizing their 2014 records. 

FOR BUSINESS  

For new clients  that have a Corporation, S-Corporation, Partnership or Limited Liability Company, we suggest that you use the following checklist.

 

2014  BUSINESS TAX ORGANIZER

For new clients that have a un-incorporated business (a proprietorship), we suggest that you use the following checklist.

 

2014 INDIVIDUAL SMALL BUSINESS CHECKLIST 

FOR INDIVIDUALS

 

For new clients that have a rental property, we suggest that you use the following checklist.

 

2014 INDIVIDUAL WITH RENTAL PROPERTY CHECKLIST

 

For new clients that have a home office, or other employee business expenses, we suggest that you use the following checklist.

 

2014 INDIVIDUAL GENERAL CHECKLIST

 

For new clients that are unsure of your needs, we suggest that you use the following checklist.

 

2014 INDIVIDUAL FULL CHECKLIST PACKAGE

 

 

 

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