Organizer

  - Click on the page(s) that you need.

       Personal/Business - Informational pages for personal and business clients.

        Farm - Informational pages for farmers in addition to the personal information.

       Checklist - Checklist of needed materials for your tax interview.

       1099  - Information needed to complete 1099 forms.

Engagement Letter  - This letter describes the services we will provide and the client's responsibilities for individual clients.

Forms

   W4 - Employee Withholding worksheet.

   Payroll Sheets - Worksheets to figure payroll on.

Section 105 Deduction

    Medical Reimbursement Plan - Employer/employee agreement for medical expenses.

    Employee Contract - Annual contract between employer and employee.