Wittenberg CPA Forms

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

Tax Return Checklists for:
Business Clients
Non-Profit Clients
Fiduciary Clients

General Requirements for 1099/1096 Reporting

Income Tax Services Agreement

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

Individual Tax Organizer
(use password 999999999 to access the form)