Resources

Forms & Other Downloads

Other Downloads

Mileage Log Template - Download
Excel template that you can customize for your personal use. If you have a smartphone we highly recommend MileIQ.

New Client Individual (1040) Organizer - Download
Returning clients will receive customized printed organizer via mail)

2019 Individual Income Tax Filing Requirements - Download 
Contains gross income amounts that trigger the requirement to file a Federal and Alabama individual income tax return.

Extension FAQ brochure - Download
Answers common questions about filing an income tax extension.

Federal Form W-9 - Download
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 - Download
Letter explaining requirements for issuing Form 1099 to payee vendors

Monthly Reporting Checklist/Transmittal Form - Download
For use by our monthly accounting clients to gather the information we need