Client organizer, questionnaire, and engagement letter for 1040 returns
This information is used to assist in preparing 1040 client tax returns.
CAT tax quarterly/ annual letter
Information to assist in filing Ohio Commercial Activity Tax filings
Unclaimed funds letter
Information to assist in filing Ohio unclaimed funds reports
1099 filing letter
Information to assist in filing annual transmittals
Year end payroll letter
Information to assist in filing annual payroll reports
Charitable contribution guides (Goodwill)
Guideline for charitable contributions- Goodwill
Charitable contribution guides (Salvation Army)
Guideline for charitable contributions - Salvation Army
EBP Audit Govt Comp Questionnaire
Employee Benefit Plan questionnaire
EBP Client Questionnaire
Employee Benefit Plan questionnaire
Journal entry template (excel base)
Excel based worksheet used for month end or year end adjusting journal entries.
W-9 form
IRS document used to obtain information for 1099 recipients.