Downloads
To help you prepare for tax season, please use the following organizers to help you collect and summarize your data.
Organizers: There is a time-based component added to our fee schedule to compensate for those who don’t provide complete information or when complicated tax situations require additional efforts. We encourage you to fill out these organizers to minimize excess fees.
Excel Versions: Individual Tax Organizer Rental Property Tax Organizer Small Business & Home Office Tax Organizer
PDF Versions: Individual Tax Organizer Rental Property Tax Organizer Small Business & Home Office Tax Organizer
Engagement Letters: We need a signed engagement letter to prepare any work on your behalf. Engagement letters are intended to define the legal relationship between Knight Accounting & Technology and our clients. If you have any questions, please ask! Engagement Letter for Tax Preparation Services Engagement Letter for Small Business
Pricelists & Payments: 2011 Tax Season Pricelist 2011 Small Business Pricelist Credit Card Authorization Form
Miscellaneous:
Salvation Army Donation Guide - This is a great guide for valuing your non-cash charitable contributions.
Privacy Notice - Legal regulations state that we cannot send copies of your tax returns to a third party without your written permission.
Personal Budgeting
