Worksheets

Worksheets for Tax Preparation

Here are some forms and/or worksheets that are useful for transmitting your tax information to us in an orderly and complete manner. That saves us time and saves on fees for you.

Worksheets

Worksheets

2019 Individual Tax Info Checklist – A checklist of info we need from you along with some useful information about working well with us.

Self-Employment Worksheets (Schedule C) – For the sole proprietor or Single Member LLC.

Rental Property Worksheets (Schedule E) – For landlords.

Capital Gains & (Losses) Worksheet (Schedule D) – Use if you sold investment property during the tax year.

Business Use of Home Worksheets – Use these worksheets if you have a dedicated home office for self-employment activity.

Vehicle Usage and Expense Worksheets – If your vehicle is used in business or as a landlord, fill out these pages.

Child and Dependent Care Worksheets – Use these pages to organize information about child and dependent care expenses incurred in 2019.

Engagement Letters

Engagement Letters

2019 Engagement Letter – Individual – Required one page agreement for services.

2019 Engagement Letter – Business Entity – Required one page agreement for services.

Misc

Misc

Privacy Policy – It kind of speaks for itself.

1099 Information – Form 1099 Requirements and Filing Deadlines.

Form W-9 – Request for Taxpayer Identification and Certification for filing 1099 forms.