The successful completion of your personal tax return is largely based on having all of the necessary
information at hand during your appointment. We have created several worksheets to aide you in the collection
and categorization of receipts.
This two-page worksheet will help self-employed clients prepare both their
income and expense information. Organizing this information (and supporting receipts) prior to your
appointment will help you achieve the best tax outcome possible.
Please complete one worksheet for each rental property you owned
during the tax year. This worksheet will help you keep track of expenses as well ass assigning them
to the proper categories for tax preparation purposes.
This three page packet will help daycare providers prepare for their
tax appointment in order to maximize their deductions based on the unique tax code regulations impacting
This spreadsheet can help you track a list of your annual
non-cash charitable donations. The amounts in the spreadsheet are only a guideline of values.
* These worksheets are only available to clients of Lake Stevens Tax Service. Unauthorized
printing, copying or distribution is not allowed.