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Forms:

Acknowledgement of Records Received
Residential Rental Application
Commercial Lease Agreement - Gross
Lease Assignment/Consent Form
Promissory Note - Balloon
Promissory Note - Amortized
Promissory Note - Demand
Basic Employment Application
Detailed Employment Application
Employment Agreement
Independent Contractor Agreement - Basic
Independent Contractor Agreement - Detailed
Limited Power of Attorney
Sales Agreement
Bill of Sale
Partnership Agreement - Basic
Confidentiality Agreement
Construction Contractor Agreement
Authorization to Release Records/Info
Child Medical Care Authorization
Notice to Correct Credit
Initial Tax Client Interview Form
Missing Tax Information Sheet
Investment Objectives Questionnaire
Personal Financial Statement
Personal Budget Worksheet
Vital Record Keeper

Checklists:

Board Review Checklist
Exiting Employee Checklist
Record Retention Policy
Post Mortem Checklist

Note:

This site was designed to assist individuals with various tax-related calculations and provide a resource for frequently used forms and checklists. This site should not be construed as a source for legal advice. Documents contained herein are for educational and demonstrative purposes only and should be used only by those knowledgable with the use of such forms and checklists. Please consult an attorney before using them in your particular situation. Accordingly, we make no warranties, express, implied or for any other particular purpose about the forms or checklists or their use for yor particular situation.