Client Area & Downloads

Client Resource Area

If you are a new or returning client, please download the Client Tax Organizer. The Tax Organizer is a short, simple form that is easy to fill out and will provide our firm all of the necessary information to prepare your tax return. Please bring it in when you are dropping off your information.

If you are a new client, please download our new client checklist. It will give you an idea as to what documentation we need to prepare and file your tax return accurately.

If you own a small business, self employed, or have a home office please download the Schedule C – Vehicle & Home Office Worksheet

Client tax Organizer
To view click here
Schedule C – Vehicle & Home Office Worksheet To view click here
Rental Property Worksheet To view click here
New client document checklist
To view click here
Common business deductions
To view click here
Top 50 Overlooked Deductions To view click here
Top 10 Deductions for Landlords To view click here
Top 10 Deductions for Homeowners To view click here
How Long Should I Keep My Records? To view click here
Industry Specific Client Expense Forms
Business Professionals Expense worksheet To view click here
Barber & Beauty Shop Expense worksheet To view click here
Carpenter & Construction Expense worksheet To view click here
Day Care Providers Expense worksheet To view click here
Fire Fighters Expense worksheet To view click here
Law Enforcement Expense worksheet To view click here
Medical Professionals Expense worksheet To view click here
Ministers and Clergy Expense worksheet To view click here
Musicians & Singers Expense worksheet To view click here
Online Sales Expense worksheet To view click here
Outside Salesperson Expense worksheet To view click here
Performing Artist Expense worksheet To view click here
Tradesmen Expense worksheet To view click here
Truck Driver Expense worksheet To view click here
Real Estate Professional Expense worksheet To view click here
Teachers Expense worksheet To view click here
Visual Artists Expense worksheet To view click here
Web Designer Expense worksheet To view click here
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