Pearson and Cmerek, PC

Client Resources

Engagement letter

2017 Tax Organizer

Client Responsibility Forms

• Client - Form 990

• ​Individuals - Form 1040

• S Corps - Form 1120S

• C Corps - Form 1120

• Partnerships - Form 1065

​New hire reporting requirements

W4- Employee Withholding Allowance



I9- Employee Eligibility Verification

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Independent Contractor or Employee? IRS 20 Factor Test

Optional Summary Forms

• Business income summary form

• Rental property summary form

• ​Farm/ranch summary form

• Medical expense summary form

• ​Noncash charitable contributions summary form​

Donated Goods Valuation Guide



Donation Substantiation Guide

SecureFilePro

How to:

• Restore QuickBooks file

• Send Accountant's Copy

• Import Accountant's copy
  
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Purchase QuickBooks

IRS.gov



Texas Comptroller

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Texas Workforce Commission