| 2009 NEW CLIENT ORGANIZERS The following tax Checklist are provided for our new client's convenience in organizing their 2009 records. FOR BUSINESS For new clients that have a Corporation, S-Corporation, Partnership or Limited Liability Company, we suggest that you use the following checklist. 2009 BUSINESS TAX ORGANIZER For new clients that have a un-incorporated business (a proprietorship), we suggest that you use the following checklist. 2009 INDIVIDUAL SMALL BUSINESS CHECKLIST FOR INDIVIDUALS For new clients that have a rental property, we suggest that you use the following checklist. 2009 INDIVIDUAL WITH RENTAL PROPERTY CHECKLIST For new clients that have a home office, or other employee business expenses, we suggest that you use the following checklist. 2009 INDIVIDUAL GENERAL CHECKLIST For new clients that are unsure of your needs, we suggest that you use the following checklist. 2009 INDIVIDUAL COMPLETE CHECKLIST PACKAGE 2008 NEW CLIENT ORGANIZERS The following tax Checklist are provided for our new client's convenience in organizing their 2008 records. FOR BUSINESS For new clients that have a Corporation, S-Corporation, Partnership or Limited Liability Company, we suggest that you use the following checklist. 2008 BUSINESS TAX ORGANIZER For new clients that have a un-incorporated business (a proprietorship), we suggest that you use the following checklist. 2008 INDIVIDUAL SMALL BUSINESS CHECKLIST FOR INDIVIDUALS For new clients that have a rental property, we suggest that you use the following checklist. 2008 INDIVIDUAL WITH RENTAL PROPERTY CHECKLIST For new clients that have a home office, or other employee business expenses, we suggest that you use the following checklist. 2008 INDIVIDUAL GENERAL CHECKLIST For new clients that are unsure of your needs, we suggest that you use the following checklist. 2008 INDIVIDUAL COMPLETE CHECKLIST PACKAGE 2007 NEW CLIENT ORGANIZERS The following tax Checklist are provided for our new client's convenience in organizing their 2007 records. FOR BUSINESS For new clients that have a Corporation, S-Corporation, Partnership or Limited Liability Company, we suggest that you use the following checklist. 2007 BUSINESS TAX ORGANIZER For new clients that have a un-incorporated business (a proprietorship), we suggest that you use the following checklist. 2007 INDIVIDUAL SMALL BUSINESS CHECKLIST FOR INDIVIDUALS For new clients that have a rental property, we suggest that you use the following checklist. 2007 INDIVIDUAL WITH RENTAL PROPERTY CHECKLIST For new clients that have a home office, or other employee business expenses, we suggest that you use the following checklist. 2007 INDIVIDUAL GENERAL CHECKLIST For new clients that are unsure of your needs, we suggest that you use the following checklist. 2007 INDIVIDUAL COMPLETE CHECKLIST PACKAGE |