Worksheets

Worksheets 2018

Worksheets

Worksheets

2018 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 2018.

Engagement Letters

Engagement Letters

2018 Engagement Letter – Individual – Required one page agreement for services.

2018 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.