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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. |
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Client tax Organizer
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To view click here
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New client document checklist
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To view click here
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Common business deductions
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To view click here
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| 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 | |
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2010 IRS e-file Refund Cycle Chart
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To view click here | |
| Industry Specific Client Expense Forms | ||
| Business Professionals 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 | |
| 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 | |
| Pay invoice with PayPal | ||