We made some checklists and worksheets you can use to help you gather the information necessary for your income tax preparation. Please use them. The more organized you are, the more efficient we can be!
(And if you think of some changes to make them better, please give us that feedback!)
- New Client Information (Or returning clients with a new address or dependent to add)
- Income Tax Preparation Checklist (list of the common documents taxpayers need to bring us!)
- Landlord Worksheet-Returning Clients (existing properties)
- Landlord Worksheet - Property Was Sold
- Landlord Worksheet - New Client or New Property
- Small Business Expenses Worksheet
- Small Business Expenses Spreadsheet
- Income Tax Preparation Checklist - addendum for Small Business
Tax Tool Tutorial:
How to use our guides and worksheets
