The following are a list of pdfs downloadable from State and Federal websites. You may need to download Adobe Acrobat Reader to access them.

Income Tax Resources – 2011:
Individual Tax Organizer
(use password 999999999 to access the form)

Business Tax Preparation Checklist
Not for Profit Tax Preparation Checklist
Fiduciary Tax Preparation Checklist

Federal Tax Data Summary
General Requirements for 1099/1096 Reporting
Income Tax Services Agreement
Independent Contractor versus Employee Status
Disclosure Consent for Tax Return Information
Record Retention Guidelines
Payroll Recordkeeping
QuickBooks Set-Up Instructions for S Corporation Medical Insurance
Annual Minutes — Suggested Topics
Charitable Donation Acknowledgement Letter
Retirement Plan Options