We’re here to help you navigate your taxes.

Using these worksheets streamlines the collection of your data and helps us to have all the information we need to be thorough and complete with your tax filing. For all contactless services, the Engagement for Services Agreement and the Required Tax Information Checklist must be submitted with your documents for us to begin preparation. Please refer to “How to File” for more information.

• Taxpayer Information Worksheet – New Clients
• Engagement for Services Agreement
• Required Tax Information Checklist
• Business Income & Expenses Worksheet
• Rental Income & Deductions Worksheet
  • Rental 199A Business Deduction
    Include this form with your Rental Properties.
• Child Care Expenses Worksheet
• Medical Deductible Expenses Worksheet
• Donation Log PDF OR
• Donation Log Excel Spreadsheet