Kathy Knapp, CPA

Fort Collins, CO

Phone:  (970) 206-9355
Cell:  (970) 217-2763
Fax
: (970) 206-9355

♦  tax preparation  ♦
♦  bookkeeping  ♦
♦  payroll  ♦
and much more!

Member of the American Institute of Certified Public Accountants

Tax and Accounting Checklists and Documents

Business Start-Up Checklists and Documents

Checklists

  • LLC Operating Agreement Checklist
  • Starting a Business Checklist

Documents

  • Partnership Agreement
  • Promissory Note
  • Self-Insured Medical Reimbursement Plan
  • Bylaws of Corporation
  • Employee Expense Account
  • Simple Business Plan
Business Expense Tracking and Deduction Sheets

Expenses

  • Auto Mileage Log
  • Vehicle, Travel & Entertainment Expenses
  • Employee Expense Report
  • Day Care Provider

Deductions

  • Direct Seller Deductions
  • Educator Deductions
  • Business Professionals Deductions
  • Law Enforcement Deductions
  • Retailer Deductions
Tax Checklists and Forms

Tax Checklists and Assistance

  • Tax Checklist
  • Tax Organizer

Commonly Requested Tax Forms / Publications

  • Form I-9 - Employee Eligibility Verification
  • Form SS-4 - Application for Employment Identification Number
  • Form 8822 - Change of Address
  • Publication 583 - Starting a Business and Keeping Records
  • W-9 - Request for Taxpayer Identification Number and Certification
  • 2009 W-4 - Federal Income Tax Withholding