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George V. Famiglio, Jr, CPA/PFS, CFP, CFS. Est. 1971
Master's Degree In Taxation
Admitted to Practice:
U.S. Tax Court

Main Office: 1634 Main Street Sarasota, Fl 34236 USA	Telephone: 800.433.4CPA 941.957.0775	Fax: 941.957.0778	Email:

Tax Tip: Properly Document Your Donations To Charity

Downloads and Forms

The following is a listing of forms, worksheets, and downloads that we feel will be helpful. If you have any problems downloading or opening the file, please give us a call and we will walk you through it.


2011 New Client Organizer & Engagement Letter.pdf	This generic Organizer is intended for New Clients Only. If you are an existing client, and have misplaced your packet, please contact us and we will provide you with your specialized copy.
Schedule C or Form 2106 Expense Report Worksheet.pdf	Business Expense Report for Schedule C or Form 2106 Self-Employed or Employee
Extension Worksheet.pdf	The Extension Worksheet will help us prepare a Form 4868 for your individual tax return. To escape late-filing penalties, not late-paying penalties, the IRS requires that your tax liability be properly estimated. We cannot guarantee that there will be no penalties.
Individual or Joint 1040 Tax Preparation Engagement Letter	This form outlines the terms of an individual tax engagement, our responsibilities as the preparer, and yours as the taxpayer. An engagement letter needs to be signed before your tax return may be prepared.
Non-Cash Donation & Contribution Worksheet	Take this filled out worksheet to Goodwill or the charity of your choice, have them sign off on it, give us a copy, and then keep it in your tax records. It helps you keep track of what you may actually deduct and serves as support should the IRS request more information.