Mileage Log Template - excel template that you can customize for your personal use. We also have pocket-sized mileage and expense log calendars that we can provide to clients upon request.
New Client Individual (1040) Organizer (returning clients will receive customized printed organizer via mail)
2016 Filing Requirements - contains gross income amounts that trigger the requirement to file a Federal and Alabama individual income tax return.
Extension FAQ brochure - answers common questions about filing an income tax extension.
Federal Form W-9 - give this form to anyone who requests your tax id# for 1099 or other purposes or use this form to request a tax id# for any vendor payee that you are required to issue a Form 1099.
Form 1099 Filing Requirements - letter explaining requirements for issuing Form 1099 to payee vendors
Monthly Reporting Checklist/Transmittal Form - for use by our monthly acccounting clients to gather information we need