Client Organization

One of the best ways to ensure that a tax return is correct is to make sure that all of the information is included and nothing left out.  To assist the client in gathering all of the necessary information Day's & Associates Ltd has developed client organizers.  We have organizers for personal income taxes, and business income taxes that are industry specific.  We encourage you to utilize the applicable organizers, whether it is the full spreadsheet which offers an organized way to track monthly income and expenses, or simply the year-end PDF fill in organizers. 

 

     PDF Fill-In Organizers       

      Client Information Sheet         

      Self Employed Business        

      Rental Property        

      Farm         

      Beautician/Barber Shop         

      Daycare        

      Truck Driver       

      Lawn care Company

 Excel Spreadsheets       

  Self Employed Business        

  Daycare     

  Farm      

  Rental Property      

  Truck Driver

 

 

   Donation Valuation Guides

     Salvation Army Guidelines

     Goodwill Guidelines

 

 

 

 

Client Websites

       If you have not noticed already we have included a page on this website that is devoted to our clients' businesses and have links to thier websites.  If you are a new client, or if we have accidently missed you please complete the website information form and either mail it, email it, or fax it to us and we will add your information to our site. 

          Client Website Information Sheet

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