Tax Organizer


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Click the file-type icon to download the related file, or right-click an icon, and choose "Save Target As"/"Save Link As"/"Download Link As" to save the file to your computer.

Tax Organizer:
DOC PDF Client Tax Organizer Package (all letters and worksheets)
OR Download Individual Organizer Worksheets:
PDF Tax Preparation Engagement Letter (required)
PDF Client Use Agreement
PDF Checksheet
PDF Personal Information, Dependents, Education & Estimated Tax Payments Worksheets
PDF Adjustments, Credits, & Deductions Worksheet
PDF Unreimbursed Job Expenses Worksheet
PDF Schedule C Expenses Worksheet
PDF Clergy Income and Clergy Housing Exclusion Worksheet
PDF Rental Property Worksheet
PDF Medical Expenses Worksheet
PDF Estimate of Future Income Worksheet
Other Worksheets:
XLS PDF Non-Profit Health Insurance Credit Packet
PDF Client Disclosure Authorization
PDF Insolvency Worksheet (use if you experienced foreclosure or had debt forgiven)
DOC PDF Business Organizer
DOC PDF Non-Profit Organization Tax Organizer
PDF Inheritance & Deferred Tax Review Engagement Letter
PDFClifford's Notes: Fourth Quarter 2012
PDFClifford's Notes: Third Quarter 2012
PDFClifford's Notes: Second Quarter 2012
PDFClifford's Notes: First Quarter 2012
Other Resources:
PDFReferral Card
PDFCan You Survive an IRS Audit?
PDFClergy Exemption from Social Security Tax
PDFFive Sample Church Board Motion/Resolution Forms for Setting Clergy Compensation
PDFIs Your Reimbursement Plan Hurting You?
PDFMinisterial Housing Allowance in Retirement
PDFRecord Retention Guidelines: How Long Churches Should Keep Tax Records
PDFInvestment Advisory Brochure for Clifford & Yoho Advisors, LLC
PDFMileage Log & Expense Reimbursement Worksheet
PDFPension & Tax sheltering with a 403B Plan from Clifford & Yoho Advisors, LLC
DOC PDFSample Letter from Charities to Donors upon Sale/Disposition of Donated Property
PDFTraps for Church Treasurers
PDFIRS Form 8822: Notice to IRS of Change of Address
PDFIRS Pub. 1: Your Rights as a Taxpayer
PDFIRS Pub. 15: Circular E, Employer's Tax Guide
PDFIRS Pub. 15-A: Employer's Supplemental Tax Guide
PDFIRS Pub. 334: Tax Guide for Small Business (For Individuals Who Use Schedule C or C-EZ)
PDFIRS Pub. 463: Travel, Entertainment, Gift, and Car Expenses
PDFIRS Pub. 517: Social Security and Other Information for Members of the Clergy and Religious Workers
PDFIRS Pub. 525: Taxable and Nontaxable Income
PDFIRS Pub. 526: Charitable Contributions
PDFIRS Pub. 557: Tax-Exempt Status for Your Organization
PDFIRS Pub. 561: Determining the Value of Donated Property
PDFIRS Pub. 571: Tax-Sheltered Annuity Programs for Employees of Public Schools and Certain Tax-Exempt Organizations
PDFIRS Pub. 598: Tax on Unrelated Business Income of Exempt Organizations
PDFIRS Pub. 910: Guide to Free Tax Services
PDFIRS Pub. 970: Tax Benefits of Education
PDFIRS Pub. 1771: Charitable Contributions: Substantiation and Disclosure
PDFIRS Pub. 1779: Independent Contractor or Employee?
PDFIRS Pub. 1828: Tax Guide for Churches and Religious Organizations
PDFIRS Pub. 3079: Gaming Publicatioin for Tax-Exempt Organizations
PDFIRS Pub. 4221-PC: Compliance Guide for 501(c)(3) Public Charities
PDFIRS Pub. 4573: Group Exemptions
PDFIRS Pub. 4630: Exempt Organizations Products and Services Navigator

If you have any problems with these documents, please email us at If possible, please describe the problem you are encountering.


Clifford & Associates, LLC
Clifford & Yoho Advisors, LLC

4150 Belden Village St. NW
Ste. 601
Canton, OH 44718

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Steven Clifford, CFP©, EA
Nancy Eagle
Louanda Feather, EA
Cathy Pappas

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2013 R. Shul | Updated 01/22/13 | Terms | Ph. 800.456.1803 | Fax 330.493.1807

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP©, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.