FORMS
Worksheets to view and print
A place for our collection of forms, worksheets, and checklists that we make or provide for client use.
To access the full-size document, click on the text for the form you wish to view or click on the preview image of it. Feel free to save and print these documents to aid you with your tax planning.
Use this worksheet as a guide in regards to what tax documents to bring to your appointment or to drop off at our office.
Not all documents may apply to your situation.
A checklist for artists and their business income/expenses. Not everything on the list may apply to your tax situation.
A worksheet for clients who own rental properties to record and add up their deductions.
A worksheet for clients who own beauty service businesses or work in beauty related services to record and add up deductions.
A worksheet for clients who work as nurses or in the medical field and want to record and add up their deductions/expenses.
A worksheet for clients in the line of work of law enforcement and public safety to record and add up their deductions.
A worksheet for clients who work in the education field to add up their deductions.
A checklist for what someone will generally need for a trust tax return.
A worksheet for realtors to add up their deductions.