BTB Download Central - Tax Practice Documents

Below you will find various documents designed to help you succeed in your tax practice.  Just click on the links below to open the Word and PDF documents.  You can save them and change or alter them as needed to fit your tax practice operations.

Download Helpful Tax Practice Documents & Registration Forms Right Here:

Seminar & Webinar Brochures & Forms:

UPDATED 2011 WISCONSIN Seminar Information - print & bring to the WI seminar

2011 Brochure - Back to Basics Income Tax Seminars & Workshops
2011 IRS Tax Prep Competency Course Registration Form

TASC September 8, 2011 Free Webinar PDF - HRA, FSA, HSA, Fringe Benefits, Healthcare Reform

Helpful Tax Practice Documents & Information:

• Form 8949 Codes - PDF
• IRS Candidate Information Bulletin - Registered Tax Return Preparer Test - October 2011 - PDF
• IRS Announcement: Reinstatement of Renewal Period for Enrolled Agenda
• 1040 Engagement Letter
• Sample Client Termination Letter
• Form 1040 Client Interview Worksheet
• Schedule C Client Interview Worksheet
• Schedule E Client Interview Worksheet
• Schedule F Client Inteview Worksheet
• Form 1065 - Partnerships - Client Interview Worksheet
• Form 1120 - Corporations - Client Inerview Worksheet
• Form 1120 S - S Corporations - Client Interview Worksheet

Please note that the attached client termination letter, checklists, and all documents herein are not intended to serve as legal advice and do not represent complete protection from preparer penalties under Code Sec. 6694(a) and (b). In other words, we (the DePere Business Center, LLC and Back to Basics Income Tax Seminars®) provide no assurance that the use of the attached worksheets will protect you from any IRS preparer penalties that may be assessed against you for non-compliance.