Proud to be a CPA, a Rotarian, a QuickBooks Pro Advisor,
and a member of the National Association of Tax Professionals.
Downloads
Required Tax 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:
2023 Individual Tax Organizer
2023 Rental Property Tax Organizer
2023 Small Business & Home Office Tax Organizer
2023 S Corp Expense Reimbursement Form
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PDF Versions:
2023 Individual Tax Organizer
2023 Rental Property Tax Organizer
2023 Small Business & Home Office Tax Organizer
2023 S Corp Expense Reimbursement Form
Annual Newsletters
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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. These are available for review below, but will be sent for signature along with your tax returns. If you have any questions, or need clarification, please ask!
Engagement Letter for Tax Preparation Services
Engagement Letter for Small Business
Pricelists & Payments
2023 Tax Season Pricelist
Credit Card Authorization Form
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Miscellaneous:
Salvation Army Donation Guide
This is a great guide for valuing your non-cash charitable contributions. Updated in 2014.
Privacy Notice
Legal regulations state that we cannot send copies of your tax returns to a third party without your written permission.
Personal Budgeting
The personal budgeting template can be useful for budgeting personal expenses, testing out your retirement funds against your time horizon, and includes a time value of money calculator.