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 YOUR 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

2018 Individual Taxpayer Organizer

 

SMALL BUSINESS TAX ORGANIZERS

2018 Business Use of Home – Tax Worksheet

2018 Uber or Lyft Driver Tax Organizer

2018 Realtors – Tax Deduction Worksheet

2018 Direct Sellers – Tax Worksheet

 

BUSINESS TAX ORGANIZERS

2018 Sole Proprietor or Self Employed Tax Organizer

2018 LLC Tax Organizer

2018 Partnership Tax Organizer

2018 S Corporation Tax Organizer

FORMS BY TOPIC

2018 Rental Property Tax Organizer