Forms

Client Tax Organizer

This tax organizer is very helpful in organizing your tax information.  Please print, fill out, sign, and return to our office.

Farm Tax Organizer

Our farm tax organizer is especially designed to assist in completing Schedule F.  This organizer’s use is in addition to the Client Tax Organizer above.  Please print, fill out, sign, and return to our office.

Rental Property Tax Organizer

Our rental property tax organizer allows for easy reporting of multiple properties for the preparation of Schedule E.  Please print, fill out, and return to our office.

Record Retention Schedule

This retention schedule provides an overall general guide to what records and number of years to retain.

Rules for Filing 1099's and 1096's

If during 2016, in the course of your trade or business, you paid rent, subcontractor payments, or interest of at least $600, to an individual, partnership or unincorporated business you are required to file Form 1099 and 1096.