Tax Preparation Worksheets
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 aid you in the collection and categorization of receipts.
This two-page worksheet will help individual income tax filers prepare for their tax appointment in order to maximize their deductions based on the unique filing status, dependents, etc.
This worksheet helps self-employed clients prepare both their income and expense information. Organizing this information, along with receipts prior to our appointment ensures the best tax outcome possible.
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 their industry.
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.
Please complete one worksheet for each rental property you owned during the tax year. This worksheet will keep track of expenses while assigning them to the proper category for tax preparation.
