Tax & Accounting Tools

Records Retention

How long should I keep records?

Individual Tax Returns Preparation Documents

Important Dates – 2020 Tax Return Preparation
Tax Preparation Engagement Letter for Individual Income Tax Returns – 2020
Client Tax Data Checklist for Individual Income Tax Returns
Individual Income Tax Services Information
Instructions for 2020 Tax Organizer
2020 Tax Organizer for New Clients
2020 Tax Questionnaire (yes/no questions)
2020 Tax Questionnaire (yes/no questions) FILLABLE 

Business Tax Returns Preparation Documents

Tax Preparation Engagement Letter for Business Tax Returns – 2020
Business Income Tax Services Information 

Scope of Service Definitions – Bookkeeping, Accounting, Tax & Advisory

QuickBooks Training & Support– View this page for our recommendations of instructional resources, manuals, webinars, tutorials, and guidelines for FOR-PROFIT businesses & NONPROFIT organizations