Spencer Accounting Group, LLC - Tax Planning and Preparation Services - West Allis, Milwaukee, Brookfield, Waukesha, United States and Saudi Arabia
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Taxpayer Checklist Documents

The combination of planning and preparation is successful for both individual and business customers.  Our accountants will guide you through a strategic planning process to aid with the timing of income and expenses to mitigate your tax liability.

To simplify the process, use the appropriate checklist to prepare for your consultation with our accountants.

Individual Taxpayer Checklist
Individual Checklist
File Size: 344 kb
File Type: pdf
Download File

Business Owner Checklist
Business Owner
File Size: 634 kb
File Type: pdf
Download File

 Executive Checklist
Executive Checklist
File Size: 671 kb
File Type: pdf
Download File

Rental Property Checklist
Rental Property Checklist
File Size: 647 kb
File Type: pdf
Download File


 Nine Ways to Get Out of Debt
Nine Ways to Get Out of Debt
File Size: 93 kb
File Type: pdf
Download File

Calculating Vehicle Cost 
Calculating Vehicle Cost
File Size: 40 kb
File Type: pdf
Download File

 Record Retention
Record Retention
File Size: 160 kb
File Type: pdf
Download File


Guides

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Guide to Accountants Services

What An Accountant Can Do For Your Small Business
Member Free Download
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​Tax ID Theft Guide

Protecting Yourself from Tax ID Theft Brochure
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Member Free Download

Affordability Calculator by MortgageLoan.com
Credit Card Payoff Calculator by MortgageLoan.com
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