Tice Associates, P.C.
1709 W Market St, York, PA, United States

Organizers & Checklists
Here are questionnaires to help you gather and organize the necessary information for us.

You will need the Adobe Reader to view these documents.  It is available to download free by clicking here.

Links and Documents will open in new windows - close these windows when you are ready to return to this page.  We do not endorse any business or product you may find as a a result of these links.  Any calculations made with these sources should be considered estimates only.  Contact us when you are looking for numbers you can rely on.

Bookkeeping Checklists

Monthly Bookkeeping Reminder Letter

Monthly Bookkeeping Information Sheet

Preparation Checklists

Business Organization Preparation Checklist

Individual Taxpayer Preparation Checklist

Financial Aid FAFSA Preparation Checklist

Mileage Logbook

Business Mileage Logbook

Tax Planning

Year End Estimated Federal Tax Worksheet (Also in Excel)

Taxpayer Organizer

Basic Individual Taxpayer Organizer  (Also in Excel)

Business Income & Expense Worksheet (Form 1)

Business New Equipment Purchase Worksheet (Form 2)

Business Tax Payments & Sales Summary (Form 3A & 3B)

Business Sub-Contractor/1099 Listing (Form 5)