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. If you have a smartphone we highly recommend MileIQ.
New Client Individual (1040) Organizer (returning clients will receive customized printed organizer via mail)
2019 Individual Income Tax 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