Washington Accountant Firm
Washington Accountant Firm


We strive to make the tax preparation process as painless as possible for our clients, beginning with the Tax Preparation Organizers that we customize and provide to existing clients at year-end.

ENTITY Tax Preparation Organizers -
- Provided in December with year-end action items and deadlines
- Custom Checklist tells you what we need

INDIVIDUAL Tax Preparation Organizers -
- Provided in January with overview of the Tax Season deadlines
- Custom Questionnaire, the Heart of the Organizer with a Yes/No Format that drives your data collection list
- Custom Worksheets as needed

In our continuing effort to be as paperless as possible, we scan any paper documents you provide us into our Electronic Filing Cabinet as well as download outside electronic records on your behalf. We welcome documents delivered to us via our secure client portal access. All these electronic files become a permanent record of your backup data. We return the paper documents to you with your finalized Tax Return.

New Incoming Clients can reference and download Organizer components (see below). Or we are happy to prepare a package for you - just ask!

ENTITY Tax Preparation Organizer Components

New Client Letter of Engagement-Print and Sign
New Entity Intake Form-Print and Fill Out
2017 S Corp, Partnership, LLC Checklist
2017 S Corp Health Insurance Fact Sheer
2017 S Corporation Cover Letter
2017 C Corporation Checklist
2017 C Corporation Cover Letter
2017 Tax Exempt Cover Letter
2017 Tax Exempt Checklist
2017 Partnership and LLC Cover Letter
2017 Home Office Info for Corporations

PERSONAL Tax Preparation Organizer Components

Letter of Engagement-New Clients Please Print and Sign
Intake Form-New Clients Please Print and Fill Out
2017 Cover Letter
2017 Client Information-Organizer
2017 Dependent Information-Organizer
2017 Questionnaire-Organizer
2017 Schedule A-Itemized Deductions-Organizer
2017 Schedule C-Business Income-Organizer
2017 Schedule E-Rent and Royalty Income-Organizer
2017 Schedule F-Farm Income-Organizer

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