THE TAX PROFESSIONAL

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TAX PROFESSIONAL FORMS, SCHEDULES, AND WORKSHEETS


I have been preparing 1040s since 1972. Over the years I have developed a collection of forms, schedules and worksheets that have proven very helpful in my practice.


I offer this compilation to you for only $9.95! Members of the National Association of Tax Professionals receive a 20% discount and pay only $7.95

Some of my forms are given to clients to help them provide me with the information I need to properly prepare their returns. Some are used as “memos” to the client’s copy and my office file copy to back-up items reported on the returns. Others are used as attachments to the returns. The forms have been updated to reflect the changes made by the GOP Tax Act.


Please be aware that this is copyrighted material and is for use in your practice only.


The package will be sent as four (4) “word document” email attachments, so you may edit and revise them to personalize them to your firm, customize them be more relevant to your particular practice, clients or specific professions, or update for annual COLAs or tax law changes.

Here are the items included in the compilation:


A. INCOME –


1. Statement of Municipal Interest

2. Statement of US Government Obligations Income

3. State Tax Adjustments

4. Statement of Dividend Income


B. SCHEDULE A –


1. Medical Expense Worksheet

2. Medical Expense Log

3. Medical Mileage Worksheet

4. Medical Expenses – Out of Pocket Analysis

5. Acquisition Debt Worksheet (example included)

6. Home Equity Debt Worksheet (example included)

7. Statement of Non-Cash Contributions

8. Charitable Contribution Record – for cash contributions

9. Gambling Log

10. Summary of Casino Gambling Activity Log


C. SCHEDULE C (2 separate word docs)


1. Business Mileage Log

2. Automobile Expense Log

3. Automobile Expense Summary

4. Conferences, Conventions and Education

5. Business Travel Record

6. Computer Use Log (can be adopted for cellphone use log)

7. Home Office Deduction

8. Allocating Business Expenses To Schedule C

9. Record of Client Meals and Entertainment

10. Section 199a QBI Deduction Worksheet

11. Employee Time Card

12. Listing of Deductible Business Expenses

13. Analysis of Business Expenses (2 pages)

14. Depreciation Schedule (2 pages)


D. SCHEDULE D –


1. Cost Basis Worksheet


E. SCHEDULE E –


1. Rental Income and Expenses – Multi-Family Home

2. Statement of Rental Income and Expenses

3. Statement of Rental Income and Expenses – Vacation Property


F. GENERAL –


1. Does Not Have To File

2. IRA Contribution Record

3. Joint vs Separate Analysis

4. Joint vs Separate Analysis – NJ State

5. General Statement Form


G. LANDSCAPE FORMAT FORMS, SCHEDULES AND WORKSHEETS (separate word doc)


1. Cell Phone Log

2. Depreciation Schedule – Rental Real Estate

3. Medical Expense Analysis

4. Statement of Investment Income

5. Statement of Pension Income and Annuity Income

6. General Analysis Form


Send your check or for $9.95, or $7.95, payable to TAXES AND ACCOUNTING, INC and your email address and NATP Membership Number to –


TAXES AND ACCOUNTING, INC

TAXPRO FORMS

POST OFFICE BOX A

HAWLEY PA 18428



SO YOU WANT TO BE A TAX PREPARER


"Mr. Flach's book . . . should be required reading for anyone who's considering getting into the tax business as a tax preparer."

Andy Frye


I have been preparing 1040s as a professional tax preparer since February of 1972. I love my profession, and share my advice and comments on the tax preparation business for those who are thinking about becoming a paid tax preparer in SO YOU WANT TO BE A TAX PREPARER.


This book can also provide help to tax preparers who would like to expand their practice.


In this book I discuss in detail -


LEARNING HOW TO PREPARE TAX RETURNS

THE PTIN

TAX PREPARER MEMBERSHIP ORGANIZATIONS

CONTINUING PROFESSIONAL EDUCATION

PROFESSIONAL RESPONSIBILITY – ETHICAL STANDARDS AND PRACTICES

BUILDING A PRACTICE

USING A BLOG TO PROMOTE YOUR TAX PRACTICE

GETTING A CREDENTIAL

STRUCTURING YOUR TAX PRACTICE


The APPENDIX includes copies of a Code of Ethics, Standards of Professional Conduct, an Engagement Letter, and the TAX PROFESSIONAL’S ONLINE RESOURCE GUIDE.


Check out this review of the book by Andy Frye of the Pronto Tax School - My Review of Robert Flach's New Book So You Want to Be a Tax Preparer.


The cost of this book is only $5.45 delivered as a pdf email attachment, or $9.45 for a print version sent via postal mail.  Members of the National Association of Tax Professionals receive a 25% discount.


To order your copy of this book send your check or money order payable to TAXES AND ACCOUNTING, INCORPORATED, and your email or postal address, to –


TAXES AND ACCOUNTING, INC

SO YOU WANT TO BE A TAX PREPARER

POST OFFICE BOX A

HAWLEY PA 18428