Time-Saving Downloads
Here are some forms that our current and future clients will find helpful. Click on the buttons to access and download them.
Individual Checklist
Getting all the right reporting documents to the tax preparer is an important part of the process of getting your return completed correctly. Before your first meeting with a tax specialist, or as you are getting ready to upload your documents to our online portal, use this checklist to make sure you haven’t forgotten anything important.
Client Information Sheet
Before your first meeting with one of our specialists, you can complete our Individual Client Information Worksheet. It records all the basic information needed to get your tax return started. If you have a question about something on the form, leave it blank. We can discuss it at the meeting. The form is a fillable PDF, and when it’s completed, you can upload it via our online portal, so we have it to review in advance of your appointment. You can also print it out and bring it with you to the office, or fax it to us at 425-449-8712.
Business Expense Tracker
If you have business income and expenses, overlooking something can be a costly mistake tax-wise. Here’s an example of the spreadsheets we provide our clients with. You can use it to organize your business expenses. This is a useful tool, whether you are a GPL client or not, and we invite anyone to use it. (Remember, you should not mix business and personal expenses, so if you decide to use this form, start by keeping those apart.)
SOC 2 – what is it and do I need to comply?
SOC 2 is an auditing procedure ensuring that organizations securely manage data to protect the company and the privacy of its clients. Its goal is to make certain that controls are in place to assure security and confidentiality of customer information. For...
Washington Office:
12220 113th AVE NE, Suite #100,
Kirkland, WA 98034
Tel. (425) 502 9465
Fax. (425) 449 8712
Israel Office:
5 Hatidhar St.
A Tower Building, 2nd Floor
Raanana, Isarel 4366507
Tel. 972 (73) 725 5373
Tel. US (650) 450 8829
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