Preparing For A Tax Appointment

Getting Organized*

Individual

• John Masters, CPA, P.C. 2007 1040 Organizer

• Qualified Personal Residence Trust (QPRT)

Fiduciary

• AICPA Original 1041 Organizer

Partnerships

• AICPA Original 1065 Organizer

Corporations

• AICPA Original 1120/1120S

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