Tax Organizers
Tax Notebook - The Individual Tax Organizer
Downloadable Plain Paper Organizer (.PDF Adobe Acrobat Format)
Please note - current clients please e-mail us to request your own personalized paper organizer, please do not use this generic form!
Engagement Letter
Downloadable Riley & Associates Engagement Letter (.PDF Adobe Acrobat Format)
Profession Specific Deduction Checklist
(to be used only by experienced tax preparers)
Actors, Performers, Musicians, Visual Artisits, & Writers Please visit our NEW web site devoted to Artists
Attorney Annual Expense Spreadsheet
Attorney
Expense Worksheet (.pdf)
Attorney Expense Worksheet (.xlsx)
Computer Professional Annual Expense Spreadsheet
Computer Professional Expense Worksheet (.pdf)
Computer Professional Expense Worksheet (.xlsx)
Day Care Provider Annual Expense Spreadsheet
Day Care Provider Expense Worksheet (.pdf)
Day Care Provider Expense Worksheet (.xlsx)
Business and Executive Annual Expense Spreadsheet
Business and Executive Expense Worksheet (.pdf)
Business and Executive Expense Worksheet (.xlsx)
Firefighters Annual Expense Spreadsheet
Firefighters Expense Worksheet (.pdf)
Firefighters Expense Worksheet (.xlsx)
Law Enforcement Annual Expense Spreadsheet
Law Enforcement Expense Worksheet (.pdf)
Law Enforcement Expense Worksheet (.xlsx)
Medical Professional Annual Expense Spreadsheet
Medical Professional Expense Worksheet (.pdf)
Medical Professional Expense Worksheet (.xlsx)
Clergy Annual Expense Spreadsheet
Clergy Expense Worksheet (.pdf)
Clergy Expense Worksheet (.xlsx)
Outside Sales Annual Expense Spreadsheet
Outside Sales Expense Worksheet (.pdf)
Outside Sales Expense Worksheet (.xlsx)
Real Estate Annual Expense Spreadsheet
Real Estate Expense Worksheet (.pdf)
Real Estate Expense Worksheet (.xlsx)
Teachers Annual Expense Spreadsheet
Teachers Expense Worksheet (.pdf)
Teachers Expense Worksheet (.xlsx)
Tradesmen Annual Expense Spreadsheet
Tradesmen Expense Worksheet (.pdf)
Tradesmen Expense Worksheet (.xlsx)
Other Tax Checklists
Rental Real Estate Deductions (Word Document)
Salvation Army Valuation Guide (for non-cash charitable donation)