Moore, CPA 2026

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The document is a 2011 Tax Year Client Checklist and Privacy Policy from Paul B. Moore, CPA, designed to gather essential personal and financial information from clients for accurate tax return preparation. It includes questions about personal status, dependents, income sources, retirement plans, education expenses, itemized deductions, and miscellaneous financial activities. Additionally, it outlines the firm's privacy policy regarding the handling of clients' nonpublic personal information.

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Click ‘Get Form’ to open the Moore, CPA checklist in the editor.
Begin by filling out the 'Personal Information' section. Select your marital status and indicate if your address changed during the year. Ensure you provide an email for further communication.
Move on to the 'Dependents' section. Answer whether any of your children can be claimed as dependents and provide necessary documentation if applicable.
In the 'Income, Purchases, Sales and Debt' section, respond to questions regarding any property purchases or sales. Attach supporting documents as needed.
Complete the 'Retirement Plans' section by indicating any distributions or contributions made during the tax year, along with relevant documentation.
Proceed to 'Education', 'Itemized Deductions', and 'Miscellaneous' sections, ensuring all questions are answered accurately and supporting documents are attached where required.
Finally, review all entries for accuracy before saving or submitting your completed form through our platform.

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Is Moore mid-tier?

One of the key drivers of our growth is that we see clients increasingly choosing the reliability and quality of mid-tier networks like Moore, stated global CEO Anton Colella. We have a clear focus on the mid-market and the reality is as our clients grow, we are growing.

Is Moore a good audit firm?

Moore Australia are a proud member of Moore Global: Winner of Network Of The Year in the International Accounting Awards 2025. This award is recognition of the quality, dedication, and collaboration that defines our global network.

Who are the big 6 audit firms?

Indias corporate audit market is experiencing unprecedented consolidation, with the so-called Big 6 accounting firms-Deloitte, EY, KPMG, PwC, Grant Thornton, and BDO-increasing their stranglehold on Indias largest listed companies.

What is the Big 4 firm in the world?

The Big 4 are the largest accounting and auditing firms in the world: Deloitte LLP (Deloitte), PricewaterhouseCoopers (PwC), Ernst Young (EY) and Klynveld Peat Marwick Goerdeler (KPMG).

What are the Big 4 CPA firms?

(CPAs) provide three standard levels of attest-type services for their clients. These three engagements include: 1) a compilation, 2) a review, and 3) an audit. A compilation is the least expensive service, and provides clients with the lowest level of assurance.

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Is Moore a big firm?

We are one of the worlds major accounting and consulting networks, with over 233 member firms and 502 offices in 114 countries.

Who are the Big 8 accounting firms?

This book focuses on the firms that make up of the Big Eight Arthur Andersen; Arthur Young; Coopers Lybrand; Deloitte Haskins Sells; Ernst Whitney; Peat, Marwick, Mitchell; Price Waterhouse; and Touche Ross.

Moore, CPA 2026

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