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.
2023 Individual Tax Organizer
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!
Pricelists & Payments
Salvation Army Donation Guide
This is a great guide for valuing your non-cash charitable contributions. Updated in 2014.
Legal regulations state that we cannot send copies of your tax returns to a third party without your written permission.
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.