This handout provides an easy to use format to gather key information from C corporation clients. The organizer is offered in a fillable PDF format. – Download PDF
Please sign this disclosure if wish to have us send a copy of your tax return to your bank or another institution. Return the signed form to us. – Download PDF
This worksheet defines what is meant by support and includes a worksheet to help calculate the expenses paid to determine the financial support of an individual. – Download PDF
This brochure can be used as a ledger to enter daily information or be used as a summary of expenses to provide to the tax preparer. – Download PDF
This worksheet can be used as a summary of income, expenses, and capital purchases and sales to provide to the tax preparer. – Download PDF
This brochure can be used as a ledger to enter daily information or be used as a summary of income to provide to the tax preparer. – Download PDF
This handout provides an easy to use format to gather tax return information from individual clients. The organizer is offered in a fillable pdf format. – Download PDF
This handout provides an easy to use format to gather tax return information from individual clients with rental real estate. The organizer is offered in a fillable PDF format. – Download PDF
This handout provides an easy to use format to gather tax return information from self-employed clients. The organizer is offered in a fillable PDF format. – Download PDF
Este folleto proporciona un formato fácil de usar para recopilar información de declaraciones de impuestos de clientes individuales. El organizador se ofrece en un formato pdf rellenable. – Download PDF
This handout provides an easy to use format to gather key information from taxpayers who have an LLC. The organizer is offered in a fillable PDF format. – Download PDF
This handout provides an easy to use format to gather key information from partnership clients. The organizer is offered in a fillable PDF format. – Download PDF
This worksheet provides a taxpayer with a means to track income and expenses for a rental property and provides a place to keep track of depreciation items. – Download PDF
This handout provides an easy to use format to gather key information from S corporation clients. The organizer is offered in a fillable PDF format. – Download PDF