BOSS Clients
Click Here to Meet our Staff| Title | Description |
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| 2011 Tax Organizers | Use our Boss Tax Organizers to prepare for the 2011 tax season. Included are organizers for Corporations, Partnerships (LLCs and LPs), Traders and Real Estate Investors. A disregarded LLC will report its activities on its Member's (its owner's) tax return. Please use the appropriate Organizer for the Member of LLC. For example, if an individual is the sole owner of an LLC, the LLC's activities would be reported on the individual's tax return (1040) via the 2011 Individual Tax Organizer. If the LLC is taxed as a partnership, use the appropriate 2011 Tax Organizer for partnerships (Form 1065). If the LLC is taxed as a corporation, use the 2011 Corporation Tax Organizer. Feel free to share any of these Tax Organizers with your friends. Files
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| Boss Client Documents/General Downloads | To submit a document request online, please click here: Online Document Request To view our Frequently Asked Questions, where you can also submit a question yourself to be answered by our staff, please click here: Frequently Asked Questions Files |
| BOSS Affiliate Agreement | Become a BOSS affiliate and receive $250 per person who joins BOSS. Fill out a “BOSS Affiliate Agreement” to get started. If you know someone who could use BOSS, refer them to BOSS directly and make sure they mention you or use the “BOSS Referral Form” and we can contact them (make sure you have their consent before to send in the referral form). Send them the Asset Questionnaire to make things go even smoother. Files |
| Special Reports | Written by the Attorneys and Accountants at BOSS, these Special Reports will Help You Save Time and Money. Files |
| Business Credit Program | Our guaranteed* business credit program is unlike anything else available. Use this Questionnaire to see if BOSS can help your business get the funding it needs. Files |
| Questionnaires & Service Agreements | This area has a number of BOSS Questionnaires and Service Agreements for use by clients and prospective clients. Files
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| Sample Business Plan | This is a sample business plan based on a plan we used to obtain financing for a client. Files |
| Custom Logo Questionnaire & Design Services | Use this questionniare to start the design process for a custom business logo for your business. Add samples of logos you like, color schemes you use in your business, and even sketches and our artists will do the rest. Files |
| INC U | 2011 BrochuresFiles |
| 2010 Tax Organizers | Use our Boss Tax Organizers to prepare for the 2010 tax season. Included are organizers for Corporations, Partnerships (LLCs and LPs), Traders and Real Estate Investors. A disregarded LLC will report its activities on its Member's (its owner's) tax return. Please use the appropriate Organizer for the Member of LLC. For example, if an individual is the sole owner of an LLC, the LLC's activities would be reported on the individual's tax return (1040) via the 2010 Individual Tax Organizer. If the LLC is taxed as a partnership, use the appropriate 2010 Tax Organizer for partnerships (Form 1065). If the LLC is taxed as a corporation, use the 2010 Corporation Tax Organizer. Feel free to share any of these Tax Organizers with your friends. There are previous year tax organizers as well for those of you playing catch-up. Files
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| 2008 Tax Organizers for Partnerships, Limited Partnerships, and LLC's Taxed as Partnerships | Select the document related to your industry. ***TAX RULE CHANGE FOR 2009 - THE AUTOMATIC EXTENSION FOR PARTNERSHIPS IS NOW 5 MONTHS FOR TAX YEAR 2008*** Files
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| Trade Tracking for Traders | Use these spreadsheets to track your trades. These formats allow importing data into your tax return.Files |
| 2009 Tax Organizers for Partnerships, Limited Partnerships, and LLC's Taxed as Partnerships | Use these tax organizers for entities filing a partnership return (1065). There are organizers for specific types of business (traders and real estate). ***TAX RULE 2010 - THE AUTOMATIC EXTENSION FOR PARTNERSHIPS IS 5 MONTHS FOR TAX YEAR 2009*** Files
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| 2009 Tax Organizers for Disregarded LLCs | A disregarded LLC will report its activities on its Member's (its owner's) tax return. Please use the appropriate Organizer for the Member of LLC. For example, if an individual is the sole owner of an LLC, the LLC's activities would be reported on the individual's tax return (1040) via the 2009 Individual Tax Organizer. If the LLC is taxed as a partnership, use the appropriate 2009 Partnership Tax Organizer. If the LLC is taxed as a corporation, use the 2009 Corporation Tax Organizer. FilesNo files available. |
| 2009 Tax Organizer for Corporations | Use this organizer for your 2009 corporate tax return (form 1120 or 1120s).Files |
| 2009 Individual Tax Organizer | Use the individual tax organizer for your 2009 1040. If you have a disregarded LLC in which the activities are reported on your 1040, you do not have to complete a separate organizer for the LLC. Report the LLC's activities on your 2009 Individual Tax Organizer. For example, if you have a disregarded LLC for your trading activities, report the trading activity on your 2009 Individual Tax Organizer. Files |
| 2008 Tax Organizers for Individuals | N/AFiles |
| 2008 Tax Organizers for Corporations | N/AFiles |
| 2008 Tax Organizers for Disregarded LLC's | A disregarded LLC will report its activities on its Member's (its owner's) tax return. Please use the appropriate Organizer for the Member of LLC. For example, if an individual is the sole owner of an LLC, the LLC's activities would be reported on the individual's tax return (1040) via the 2008 Individual Tax Organizer.FilesNo files available. |
| 2007 Tax Organizers | N/AFiles |
