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News you can use on tax regulations, court decisions, legislation, and practice management.

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As a tax practitioner, you may have contemplated adding personal financial planning services to your practice. There is a natural progression to go from being your client's most trusted tax advisor to also being their most trusted personal financial advisor. But you have questions: will it be profitable? How do I get started? What are other CPA firms doing? All of these questions are addressed in a new research study published by the AICPA's PFP Section that can show you how to expand your services into this lucrative niche area that is a great compliment to your tax practice.

The Personal Financial Planning Section of AICPA and Moss Adams LLP are pleased to announce the results of their first joint study of CPA financial planning and advisory practices- AICPA/Moss Adams CPA Financial Planning Practice Study.

Click here for more information

 
Tax Home > Resources > Tax Practice Guides & Checklists > Archived 2007

Archived 2007

 

Note: The documents linked to from this page were completed before the passage of the late-December 2007 AMT patch, H.R. 3996. Read the December 28, 2007, Tax E-Alert summary on this and other legislative changes.

 

This section provides the complete annual package of tools, aids, and useful checklists related to preparation for the year 2007. Tax Section membership is required to download the documents.

    

One-Click Option to Download Tax Practice Guides and Checklists

Access all the 2007 Tax Practice Guides and Checklists through one ZIP file.

 

Tax Organizers

 

Practice Management Forms

 

Tax Form Preparation Guides

 

User Inserts

 

U.S. Estate Tax Return (706)

 

U.S. Gift Tax Return (709)

 

Return of Organization Exempt From Income Tax (990)

 

Exempt Organization Business Income Tax Return Checklist (990-T)

 

Return of Private Foundation (990-PF)

 

Individual Tax Return (1040)

 

Estate and Trust Income Tax Return (1041)

 

Partnership Tax Return (1065)

 

C Corporation Tax Return (1120)

 

S Corporation Tax Return (1120S)

 

Employee Benefit Plan Return (5500 Series)

 

State and Local Tax Practice Guides

 

Miscellaneous Practice Guides

 

The AICPA Tax Practice Guides and Checklist Task Force hopes you find these guides and checklists helpful. E-mail your comments and suggestions to improve these guides.