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Posted August 22nd, 2009 by Michele Knight, CPA

To help you prepare for tax season, please use the following organizers to help you collect and summarize your data:

Organizers: There is a time-based component added to our fee schedule to compensate for those who don’t provide complete information or when complicated tax situations require additional efforts.  We encourage you to fill out these organizers to minimize excess fees.

Excel Versions: 2013 Individual Tax Organizer   2013 Rental Property Tax Organizer    2013 Small Business & Home Office Tax Organizer

PDF Versions:   2013 Individual Tax Organizer   2013 Rental Property Tax Organizer    2013 Small Business & Home Office Tax Organizer

Engagement Letters:
We need a signed engagement letter to prepare any work on your behalf.  Engagement letters are intended to define the legal relationship between Knight Accounting & Technology and our clients.  If you have any questions, please ask!   Engagement Letter for Tax Preparation Services_2013    Engagement Letter for Small Business_2013

Pricelists & Payments: 2013 Tax Season Pricelist    2013 Small Business Pricelist    Credit Card Authorization Form

Miscellaneous:
Salvation Army Donation Guide – This is a great guide for valuing your non-cash charitable contributions.
Privacy Notice - Legal regulations state that we cannot send copies of your tax returns to a third party without your written permission.
Personal Budgeting

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