Individuals:
2019 Tax Appointment Checklist
2019 Individual Taxpayer Organizer
2019 Paid Preparer Due Diligence Checklist – If you have children; college students; have income $15,570 or less for Single; or $21,370 or less for MFJ, fill out this form
2019 Individual Taxpayer Organizer – Sole Proprietorship – If you have a business, fill out this organizer.
Business Spreadsheet for tax purposes with startup – For Schedule C businesses not accounting.
CONTRIBUTION FINDER – Donation Guide for Goodwill, Salvation Army and others
Business:
2019 Tax Appointment Business Checklist
2019 C Corporation Tax Organizer
2019 S Corporation Tax Organizer