Commonly needed resources & links and downloadable forms for individuals and businesses here so they could be easily accessed. IF you need something you don't see just request it or if you have a suggestion for something not here you expected just let me know!
Resources to help prepare for and dealing with your taxes and other useful information
Helpful Resources to Start A Business
Helpful Resources for All Businesses
Individual Taxpayer Info Packet (pdf)Download
What to bring to your Tax Consultation (pdf)Download
CLIENT TAX ORGANIZER (pdf)Download
POA & Declaration of Representative (pdf)Download
TAX DATES TO REMEMBER (pdf)Download
Form 1040ES - Qtrly Estimated Taxes - Federal IRS (pdf)Download
Form 740-ES - Quarterly Estimated Taxes - State KY (pdf)Download
Expense Report Template (xlsx)Download
Mileage Log & Expense Report Template (xlsx)Download
Physical Inventory Count Sheet (pdf)Download
An Overview of Kentucky's Workers Comp Law (pdf)Download
Employee vs Contractor Classificationa (docx)Download
Business Budget Template (xlsx)Download
Personal Monthly Budget Template (xlsx)Download
Check Register Template (xlsx)Download
All the work is in accordance with the Generally Accepted Accounting Principles (GAAP) as set forth by the Financial Accounting Standards Board (FASB)
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