Washington Accountant Firm
Washington Accountant Firm

TAX PREPARATION ORGANIZERS

We strive to make the tax preparation process as painless as possible for our clients, beginning with the Tax Preparation Organizers that we customize and provide to existing clients at year-end.

ENTITY Tax Preparation Organizers -
- Provided in December with year-end action items and deadlines
- Custom Checklist tells you what we need

INDIVIDUAL Tax Preparation Organizers -
- Provided in January with overview of the Tax Season deadlines
- Custom Questionnaire, the Heart of the Organizer with a Yes/No Format that drives your data collection list
- Custom Worksheets as needed

In our continuing effort to be as paperless as possible, we scan any paper documents you provide us into our Electronic Filing Cabinet as well as download outside electronic records on your behalf. We welcome documents delivered to us via our secure client portal access. All these electronic files become a permanent record of your backup data. We return the paper documents to you with your finalized Tax Return.

New Incoming Clients can reference and download Organizer components (see below). Or we are happy to prepare a package for you - just ask!

ENTITY Tax Preparation Organizer Components

New ENTITY Client - please complete our Intake Form
New ENTITY Client - please review, sign and return the Letter of Engagement to us
New ESTATE/TRUST Client - please complete our Intake Form
New ESTATE/TRUST Client - please review, sign and return the Letter of Engagement to us
2018 C CORPS Year-End & Reporting Deadlines
2018 C CORPS Checklist of Required Data
2018 S CORPS, Partnerships, & LLCs Checklist of Required Data
2018 Tax Exempts Checklist of Required Data
2018 Trust Tax Return Data Collection Form

PERSONAL Tax Preparation Organizer Components

New INDIVIDUAL 1040 Client - please complete our Intake Form
New INDIVIDUAL 1040 Client - please review, sign and return the Letter of Engagement to us
2018 Client Cover Letter
2018 Tax Preparation Questionnaire
2018 Client Information
2018 Dependent Information
2018 Schedule A - Itemized Deductions
2018 Schedule C - Business Income & Expenses
2018 Schedule E - Rental Income & Expenses
2018 Schedule F - Farm Income & Expenses
2018 Business Use of Home and/or Business/Farm Use of Vehicle


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