Client Checklist & Worksheets
** Checklist & Worksheets may not load properly if your browser has issues with its .pdf plugin. Contact us if you run into any snags, as we can always email you PDF versions.
**The optional forms below are intended to help get you thinking about more possible deductions for lowering your tax liability & to assist with your information gathering. They're not intended to create more work for you. If you have your own format for collecting data, that'll work just fine!
Worksheets - Miscellaneous
Worksheets - For Employees (W2 wage earners)
- Employee Deductions - Click Here (includes space for home office & work use of vehicle)
Worksheets - For Self-Employed (independent contractors/business owners)
Worksheets - For Rental Property Owners
- Investment/Rental Properties - Click Here