Tax Organizers
All businesses and most individuals have tax filing requirements. Different situation may create different tax
implication. In order to assist you to organize all the data, capture all important information to ensure tax
compliance and maximize all eligible deductions, we have prepared a comprehensive checklist for business and
individuals. Every single requested item may potentially lower your taxable income, which results in lower tax
liability. Please review the checklist carefully and bring all applicable information to us. If you have any information that is not on the checklist, and you are not sure if they are tax related, please consult with us.
We want to help you to maximize tax deductions and tax savings!
All businesses and most individuals have tax filing requirements. Different situation may create different tax
implication. In order to assist you to organize all the data, capture all important information to ensure tax
compliance and maximize all eligible deductions, we have prepared a comprehensive checklist for business and
individuals. Every single requested item may potentially lower your taxable income, which results in lower tax
liability. Please review the checklist carefully and bring all applicable information to us. If you have any information that is not on the checklist, and you are not sure if they are tax related, please consult with us.
We want to help you to maximize tax deductions and tax savings!
|
|
|
|
|
Individuals
Tax Return Checklist |
Individuals
Tax Return - Chinese |
S Corporation
Checklist - Long |
Corporation
Checklist - Short |
LLC
Checklist |
Non Profit Checklist |
Fiduciary & Trust Checklist |
Estate Tax
Checklist |