We Provide Solution
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
2018 NEW CLIENT ORGANIZERS
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.
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
For new clients that have a rental property, we suggest that you use the following checklist.
2018 INDIVIDUAL WITH RENTAL PROPERTY CHECKLIST PACKAGE
For new clients that are unsure of your needs, we suggest that you use the following checklist.
2018 INDIVIDUAL FULL CHECKLIST PACKAGE
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.
2018 FORM 1041 TAX RECORD ORGANIZER
PRIOR YEARS BELOW
2017 NEW CLIENT ORGANIZERS
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
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.
2017 FORM 1041 TAX RECORD ORGANIZER
2016 NEW CLIENT ORGANIZERS
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
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
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
