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 remote & 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 the Tax Filing tab, then “How to File” for more information. (*We recommend PDF forms be filled out with Adobe Reader, otherwise you may experience issues.)

Total your receipts for each category on the appropriate worksheet. Make sure to keep your receipts to substantiate these expenses for your own records. **Do not submit actual receipts to our office.**

• Taxpayer Information Worksheet – New Clients
• Engagement for Services Agreement
• Required Tax Preparation Intake Form
• Business Income & Expenses Worksheet
• Rental Income & Expenses Worksheet
  • Rental 199A Business Deduction– (if qualified)
    Include this form with your Rental Properties.
• Child Care Expenses Worksheet
• Medical, Dental, Vision Deductible Expenses Worksheet
• Donated Goods Log PDF OR
• Donated Goods Log Excel Spreadsheet
• Monetary Donations List
• Trust Estate Income and Expenses Worksheet