2010 Engagement letter for individuals – tax work only
2010 Engagement letter for trusts – tax work only
2010 Engagement letter for non-individuals – tax work only
Individuals: US tax preparation checklist 2010
Individuals: special Vermont tax preparation checklist 2010
Individuals: Canada tax preparation checklist 2010
Trusts and Estates: tax preparation checklists 2010
Business Entities (all types): tax preparation checklist 2010
Individuals with U.S. Filing responsibilities, year-end letter 2010
Individuals with Canadian Filing responsibilities, year-end letter 2010
Business Entities with U.S. filing responsibilities, year-end letter 2010
Trusts and Estates with U.S. filing responsibilities, year-end letter 2010
2009 Engagement letter for individuals – tax work only
2009 Engagement letter for trusts – tax work only
2009 Engagement letter for non-individuals – tax work only
Individuals: US tax preparation checklist 2009
Individuals: special Vermont tax preparation checklist 2009
Individuals: Canada tax preparation checklist 2009
Trusts and Estates: tax preparation checklists 2009
Business Entities (all types): tax preparation checklist 2009
Individuals with U.S. Filing responsibilities, year-end letter 2009
Individuals with Canadian Filing responsibilities, year-end letter
Business Entities with U.S. filing responsibilities, year-end letter 2009
Trusts and Estates with U.S. filing responsibilities, year-end letter 2009
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2008 Engagement letter for individuals - tax work only
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2008 Engagement letter for trusts - tax work only
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2008 engagement letter for non-individuals - tax work only (Corporations, Partnerships, Non-Profits, etc.)
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individuals: U.S. tax preparation checklist 2008
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Individuals: special Vermont tax preparation checklist 2008
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Individuals: Canada tax preparation checklist 2008
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Trust and Estates: tax preparation checklist 2008
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Business Entities (all types): tax preparation checklist 2008
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Individuals with U.S. filing responsibilities 2008
Individuals with Canadian filing responsibilities 2008
Business Entities with U.S. filing responsibilities 2008
Trusts and Estates with U.S. filing responsibilities 2008