McNair and Associates, P.A.

Certified Public Accountants

We Provide Solutions

Providing Professional Tax and Accounting Services 
For Over 25 Years
New Client Organizers
 
  New Client Organizers

Contact Us

If you are in the Orlando Area and you'd like to see what kind of difference attentive Accounting, Tax, Financial and Business planning can make to your financial future call us at 407-830-5717 or
contact us to make an appointment today.

New Client Organizers

2011 NEW CLIENT ORGANIZERS

The following tax Checklist are provided for our new client's convenience in organizing their 2010 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.

2011  BUSINESS TAX ORGANIZER

For new clients that have a un-incorporated business (a proprietorship), we suggest that you use the following checklist.

2011 INDIVIDUAL SMALL BUSINESS CHECKLIST 

FOR INDIVIDUALS

For new clients that have a rental property, we suggest that you use the following checklist.

2011 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.

2011 INDIVIDUAL GENERAL CHECKLIST

For new clients that are unsure of your needs, we suggest that you use the following checklist.

2011 INDIVIDUAL FULL CHECKLIST PACKAGE


2010 NEW CLIENT ORGANIZERS

The following tax Checklist are provided for our new client's convenience in organizing their 2010 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.

2010  BUSINESS TAX ORGANIZER

For new clients that have a un-incorporated business (a proprietorship), we suggest that you use the following checklist.

2010 INDIVIDUAL SMALL BUSINESS CHECKLIST 

FOR INDIVIDUALS

For new clients that have a rental property, we suggest that you use the following checklist.

2010 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.

2010 INDIVIDUAL GENERAL CHECKLIST

For new clients that are unsure of your needs, we suggest that you use the following checklist.

2010 INDIVIDUAL FULL CHECKLIST PACKAGE

The new clients that qualify for New Homebuyer Credit please also use the checklist below.

First Time Homebuyer Credit Checklist

 

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


 

2006 NEW CLIENT ORGANIZERS

We realize that sometimes problems and people fall behind in filing their personal and business returns. This section has organizers that can still be used for the 2006 tax year.

 

The following tax Checklist are provided for our new client's convenience in organizing their 2006 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.

2006  BUSINESS CHECKLIST

For new clients that have a un-incorporated business (a proprietorship), we suggest that you use the following checklist.

2006 INDIVIDUAL SMALL BUSINESS CHECKLIST 


FOR INDIVIDUALS

For new clients that have a rental property, we suggest that you use the following checklist.

2006 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.

2006 INDIVIDUAL GENERAL CHECKLIST

For new clients that are unsure of your needs, we suggest that you use the following checklist.

2006 INDIVIDUAL COMPLETE CHECKLIST PACKAGE


 
Our Approach

We will meet with you to review your current problems, needs and long term goals. Together we will determine which of our services you need.

Then we go to work. Providing an extensive suite of services - accounting, tax preparation, tax planning, and payroll. 

We communicate with you throughout our relationship - and will keep you abreast of timeframes, deadlines, costs and results - so you're fully informed at all times.

We strive to provide you with advice when you or your business needs it - not just when you ask for it.

We look forward to working with you!

 
 


Welcome | Business Services | Our Tax Services | QuickBooks Services | Office Accounting | Our Planning Services | New Client Organizers | Client Help Desk | Why Use A CPA | Client E-Dropbox | Contact Us


Members Florida Institute of Certified Public Accountants 

ALL MATERIALS ON OUR WEB SITE (MATERIALS) ARE PROVIDED SOLELY FOR INFORMATIONAL PURPOSES. THE MATERIALS ARE NOT INTENDED TO CONSTITUTE INDIVIDUAL LEGAL, FINANCIAL, TAX OR BUSINESS ADVICE