This area contains checklists and practice aids to assist clients.  Please note this information is updated on a periodic and static basis.  As a result, the information contained in these attachments may omit information or be inconsistent with current IRS, state and local income tax codes.

 

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Income Tax Checklists:

 

 

Individual - Short Version

 

 

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Individual - Long Version (AICPA)

 

 

 

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Small Business (Sole Proprietor / Rental)

 

 

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1120 & 1120S (C & S-Corporations)

 

 

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1065 (LLC)

 

 

 

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Financial Planning Questionnaire:

 

 

 

 

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Rental Business Deduction Guide: