Certified Public Accountants
Specializing in Healthcare Professionals

 
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THE MDTAXES NETWORK
A wealth of tax and financial information for healthcare professionals


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DIRECTORY OF DOWNLOADABLE FORMS
AND PDF DOCS

 

 

NOTE: You will need to have ADOBE Reader to open and view these documents.  You can download the latest free version of Adobe here.

NEW CLIENTS:

  • List of common business expenses for Healthcare Professionals 2012 PDF

  • Preliminary tax organizer for New Clients 2011 - PDF

  • Professional expenses worksheet PDF

  • What to bring to your tax prep meeting PDF


PAYROLL CLIENTS:

  • 2011 Form I-9 PDF

  • 2011 Form W-4 PDF

  • 2012 Employer Guide to Payroll Taxes for SS Payroll Clients PDF

  • 401K Change Form PDF

  • 401K Form PDF

  • Direct Deposit Form PDF

  • Employee Information Form PDF


NANNY CLIENTS:

  • 2011 Form I-9 PDF

  • 2011 Form W-4 PDF

  • Initial Nanny Letter (State of MA) PDF

  • Nanny Payroll Service Fee Schedule PDF

  • Nanny Sign-Up Sheet PDF

  • Household Employer Responsibilities PDF

  • Employee Information Form PDF


GENERAL:

FORMS and INSTRUCTIONS:

  • 2011 Blank Tax Organizer - PDF

  • 1099 Preparation Rules and Info PDF

  • IRS Form W9 for 1099 filings PDF

  • List of common business expenses for Healthcare Professionals 2012 PDF

  • Log to track business expenses Excel

  • Mid-Year Projection of Income Taxes PDF

  • Professional expenses worksheet PDF

  • Tax Info Request Authorization Form PDF

  • The Record Retention Guide - From the Mass. Society of CPAs PDF

NEWSLETTERS:



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