Client Downloadable Documents
- 1040 Information Needed for Tax Returns
- 2024 Tax Questionnaire
- 2024 Consent Form
- 2024 Tax Engagement Signature Form Business
- 2024 Tax Engagement Signature Form
- Charitable Contributions Tracker
- Farm Income & Expense Worksheet
- Office in Home Deduction Worksheet
- Dependent Support Worksheet
- Business Income & Expense Worksheet
- Mileage Log
- Rental Property Worksheet
- Business Tax Info. Form – Schedule C
- Client Information Sheet – Personal
- Client Information Sheet – Business
- Privacy Policy
- Noncash Charitable Donation Tracker
- Dependent Support Worksheet
- Business Expenses Worksheet
- Gambling Log