Tax Return Checklists
A collection of checklists to assist with the tax preparation process for various filings.
Personal Tax Return Checklist
A checklist used for Personal Tax Returns.
Non-Resident Tax Return Checklist
A checklist used for Non-Resident Tax Returns.
International Tax Return Checklist
A checklist used for International Tax Returns
Corporate Tax Return Checklist
Initial set of documents for corporate tax return preparation.
C-Corporation Tax Return Checklist
Initial set of documents for C-Corporation tax return checklist.
S-Corporation Tax Return Checklist
A checklist used for S-Corporation Tax Returns.
Partnership Tax Return Checklist
A checklist used for Partnership Tax Returns.
Small Business Tax Return Checklist
A checklist used for Small Business Tax Returns.
Real Estate Tax Return Checklist
A checklist used for Real Estate Tax Returns.
Foreign Gifts & Trusts Checklist
A checklist when a beneficiary of a foreign trusts and/or foreign gifts.
International Questionnaires
A collection of questionnaires for foreign-owned entities and international tax structuring.
Controlled Foreign Corporation Questionnaire
A questionnaires used for Controlled Foreign Corporations.
Foreign Owned Corporation Questionnaire
A questionnaires used for Foreign Owned Corporations.
Foreign Owned LLC Questionnaire
A questionnaires used for Foreign Owned LLCs.
Tax Organizers
Forms to help you get information organized.
Condensed Organizer
A Condensed Tax Organizer for a limited amount of information.
Extended Organizer
An Extended Tax Organizer for a detailed list of information..
Tax Savings Checklists
Common income exemptions, deductions, credits, and other tax planning strategies to reduce overall Federal Income Tax.
Personal Tax Savings Checklist
Common income exemptions, deductions, credits, and other tax planning strategies to reduce overall Federal Personal Income Tax.
Business Tax Savings Checklist
Common income exemptions, deductions, credits, and other tax planning strategies to reduce overall Federal Income Tax.