Client Resources

2009 Year-End Forms

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2009 Year-end Business Guide  
This guide contains a discussion of items that business owners should be aware of including tips on closing their books for year-end, good accounting practices, payroll issues, deadlines, reporting vendor payments, independent contractor vs. employee concerns, and  documenting travel and entertainment expenses.
   
Business Organizer
pdf document     Fill-in Word Document
Contains a checklist of items we need to prepare a complete and accurate tax return.
 
Engagement Letter -Business
pdf document     Fill-in Word Document
Our standard engagement letter for preparation of corporate and partnership tax returns.
   
2009 Fringe Benefits and W-2 Planning Questionnaire
pdf document     Fill-in Word Document
This document is used for submitting fringe benefit information for s-corporation shareholders to us for processing your W-2's.
 
Employer Provided Vehicle Information Sheet
pdf document     Fill-in Word Document
Used if you provide company-provided cars to any of your employees.
 
1099 Worksheet      pdf document     Fill-in Word Document
Used to provide us information needed for preparation of your Forms 1099 and 1096