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

Attorneys

Computer and High-Tech Professionals

Day Care Providers

Executive and Business Professionals

Fire Fighters

Law Enforcement and Security Professionals

Medical Professionals

Ministers and the Clergy

Outside Salespeople

Real Estate Brokers and Professionals

Teachers and Education Professionals

Tradesmen (Plumbers, Carpenters, etc.)

Other Tax Checklists

Rental Real Estate Deductions (Word Document)

Salvation Army Valuation Guide (for non-cash charitable donation)

Tax Preparation Checklist for Individuals

Tax Preparation Checklist for Businesses


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Tax Organizers

Engagement Letter

Profession Specific Deduction Checklist (to be used only by experienced tax preparers)

Other Tax Checklists

Profession Specific Deduction Checklist
(to be used only by experienced tax preparers)