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Downloads
Click an icon to open/download a 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 Organizers:
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Client Organizer (all worksheets)
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Checksheet (page 1) |
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Personal Information Changes (page 2) |
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Estimated Tax Payments Made (page 3) |
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Adjustments, Credits, & Deductions (page 4)
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Business Expenses Worksheet (page 5) |
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Sale of Investment Property & Future Plans (page 6) |
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Clergy Housing Allowance Worksheet (page 7) |
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Rental Property Worksheet (page 8) |
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Medical Expenses Worksheet (page 9) |
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Business Organizer |
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Non-Profit Organization Organizer |
Newsletters:
| Format |
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| Client Newsletter: Fall 2008 |
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| Financial Directions: Fall 2008 |
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| Financial Directions: Summer 2008 |
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| Financial Directions: Spring 2008 |
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| Client Newsletter: Spring 2008 |
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| Client Newsletter: Winter 2007 |
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| Client Newsletter: Summer 2007 |
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| Client Newsletter: Winter 2006 |
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| Client Newsletter: Summer 2006 |
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| Client Newsletter: Winter 2005 |
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| Client Newsletter: Summer 2005 |
Other Resources:
| Format |
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| Clifford & Associates Brochure |
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| Clergy Exemption from Social Security Tax |
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| Do your financial reports have a prayer? |
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| Guidelines: How Long Churches Should Keep Tax Records |
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| List of records needed for a financial review |
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| Investment Advisory Brochure for S.D. Clifford Advisors, LLC |
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| Pension & Tax sheltering with a 403B Plan from S.D. Clifford Advisors, LLC |
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| Sample Letter from Charities to Donors upon Sale/Disposition of Donated Property |
If you have any problems with these organizers, email us at contact@sharetheharvest.com. If possible, please describe the problem you are encountering.
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Tax Organizer
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