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: 
2022 Individual Tax Organizer

2022 Rental Property Tax Organizer
2022 Small Business & Home Office Tax Organizer

2022 S Corp Expense Reimbursement Form

PDF Versions:
2022 Individual Tax Organizer
2022 Rental Property Tax Organizer
2022 Small Business & Home Office Tax Organizer

2022 S Corp Expense Reimbursement Form

 

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

2022 Tax Season Pricelist
Credit Card Authorization Form

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.