HERE ARE THE FORMS TO HELP YOU PREPARE FOR YOUR APPOINTMENT. IF YOU ARE A RETURNING CLIENT, A PERSONALIZED TAX ORGANIZER WILL BE EMAILED TO YOU ONCE YOU BOOK YOURÂ TAX APPOINTMENT. FEEL FREE TO USE THE WORKSHEETS BELOW TO CALCULATE YOUR INCOME AND DEDUCTIONS. THESE FORMS CAN BE DIRECTLY UPLOADED INTO THE CLIENT PORTAL AS A PART OF YOUR DOCUMENTATION PACKET.
CONSENT FORMS
Engagement Letter for Tax Services
PERSONAL TAX ORGANIZERS
Individual Taxpayer Organizer
SMALL BUSINESS TAX ORGANIZERS
Business Use of Home – Tax Worksheet
Uber or Lyft Driver Tax Organizer
Realtors – Tax Deduction Worksheet
Direct Sellers – Tax Worksheet
BUSINESS TAX ORGANIZERS
Sole Proprietor or Self Employed Tax Organizer
LLC Tax Organizer
Partnership Tax Organizer
S Corporation Tax Organizer
FORMS BY TOPIC
Rental Property Tax Organizer