DOCUMENTS

How can we help you?

We have conveniently provided the documentation you need for us to prepare your taxes

New Client Worksheet form is a background worksheet for new clients, or clients that have new information to share with us.

Thrift Store Donation Guide is an itemized list of items generally given to Goodwill, Salvation Army, etc.

Business Professional form is designed to aid the business professional with possible tax deductions.

Education form is designed to aid the educator in assessing possible tax deductions.

Firefighter form is designed to aid firefighters with possible tax deductions.

Itemized Deduction form is designed to aid our clients with possible tax deductions on the Schedule A.

Law Enforcement form is designed to aid law enforcement officers with possible tax deductions.

Medical form is designed to aid clients in the medical field with possible tax deductions.

Rental Property form is a worksheet for clients that have rental property and claim expenses on the Schedule E.

Self Employment form is a worksheet for clients that are self employed and claim expenses on the Schedule C.

Farmers form is designed to aid the individual that operates a farm.

Long-Haul Truck Driver worksheet is designed to aid the long haul truck driver.