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Tax Organizers

Tax Notebook - The Individual Tax Organizer

New! 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

Download our expense checklist PDF
Download our expense checklist Excel Worksheet
Download our 12 month expense worksheet Excel Worksheet

Day Care Providers

Download our expense checklist PDF
Download our expense checklist Excel Worksheet
Download our 12 month expense worksheet Excel Worksheet

Executive and Business Professionals

Download our expense checklist PDF
Download our expense checklist Excel Worksheet
Download our 12 month expense worksheet Excel Worksheet

Fire Fighters

Download our expense checklist PDF
Download our expense checklist Excel Worksheet
Download our 12 month expense worksheet Excel Worksheet

Law Enforcement and Security Professionals

Download our expense checklist PDF
Download our expense checklist Excel Worksheet
Download our 12 month expense worksheet Excel Worksheet

Medical Professionals

Download our expense checklist PDF
Download our expense checklist Excel Worksheet
Download our 12 month expense worksheet Excel Worksheet

Ministers and the Clergy

Download our expense checklist PDF
Download our expense checklist Excel Worksheet
Download our 12 month expense worksheet Excel Worksheet

Outside Salespeople

Download our expense checklist PDF
Download our expense checklist Excel Worksheet
Download our 12 month expense worksheet Excel Worksheet

Real Estate Brokers and Professionals

Download our expense checklist PDF
Download our expense checklist Excel Worksheet
Download our 12 month expense worksheet Excel Worksheet

Teachers and Education Professionals

Download our expense checklist PDF
Download our expense checklist Excel Worksheet
Download our 12 month expense worksheet Excel Worksheet

Tradesmen (Plumbers, Carpenters, etc.)

Download our expense checklist PDF
Download our expense checklist Excel Worksheet
Download our 12 month expense worksheet Excel Worksheet

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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