2017 Tax Toolkit
NOW AVAILABLE
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INCLUDED in the Tax Toolkit.
2017 Tax Bill
18 page Executive Summary
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Included in This Year's Tax Toolkit
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    Newsletter
  • 2017 Toolkit Newsletter
      New Tax Laws
    • Disaster Tax Relief and Airport and Airway Extension Act of 2017
    • Health Care Reporting Requirement
    • Leave-Based Donations for Hurricane Victimsli>
      Additional Information
    • Standard mileage rate
    • IRS Announces 2018 Pension Plan Limitations
    • Protecting Your Business from Identity Theft
    • Social Security wage base for 2018
      Year-End Planning
    • Interview Sheets
  • Schedule E Interview Sheet
  • Form 1065 Interview Sheet
  • Schedule C Interview Sheet
  • Schedule F Interview Sheet
  • EITC Interview Sheet
  • Form 1120-S Interview Sheet
  • Form 1040 Interview Sheet
  • Form 1120 Interview Sheet
    • Data Taker
  • Yr End Mail Out Data Taker
    • Misc Tax Information
  • 1040 Tax Transmittal Sheet
  • Consent to Disclose Mortgage Refinance
  • Internal Worksheet
  • 1040 Engagement Letter
  • BTB Tax Appointment Telephone Questionaire
  • Consent to Disclose
  • Disclaimer
  • new tax client letter
  • Real Estate Professional Activity Log
  • percentage of completion worksheet
  • ACA Health Coverage Exemptions
  • Social Security Letter
  • 2015 Client Termination
  • Divorce Waiver of conflict of interest
  • Business Worksheet
    • Elections
  • Election to Deduct Startup Costs
  • Electing to Capitalize Carrying Charges
  • Election for Real Estate Professionals
  • Election for repair expense for De minimis Safe Harbor
  • Elections S Corp - C Corp for C Dividends
  • Election for Home Mortgage Interest