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.

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

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

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

Self-employed worksheet is designed to help entrepreneurs.

Lawncare worksheet is designed to aid the landscapers.

Hairstylist form is designed to aid hairstylists

Business Client Information form is designed to help business owners

Realtor form is designed to help real estate agents