Our tax checklists, organizers and worksheets will help you gather your tax information and make sure you don't miss any important deductions.

Please complete the following steps to take advantage of these helpful items.

1. Click on the "View" button you are interested below to bring up the document in a new window.

2. Print the organizer or checklist by clicking on the printer icon on the top of the screen.

3. Fill out all the information you can.

4. Call or email us to schedule a meeting.

5. Bring the completed worksheet and all supporting documents to the meeting.

Checklists, Organizers  & Worksheets

 

Occupational Worksheets

 

Engagement Letters

 

Other

You will need Adobe Acrobat reader to view and print the form out. If you do not have Acrobat Reader, click on Windows(R) or Macintosh(R) to download it.
You will need Microsoft Excel to view the Non Cash Contribution Worksheet.

Please contact us at the office any time if you have questions.