Resources
Our tax checklists, organizers, and worksheets will help you gather your tax information and make sure you don’t miss any important deductions.
To take advantage of these helpful items, please complete the documents that pertain to your tax situation with as much information as possible and bring them to your meeting with one of our tax advisors.
Worksheets
- Airline Personnel Worksheet PDF
- Annual Info Return Requirements & Worksheet PDF
- Business Professionals Worksheet PDF
- Clergy Worksheet PDF
- Construction Workers Worksheet PDF
- Day Care Provider Worksheet PDF
- Direct Seller Worksheet PDF
- Entertainer Worksheet PDF
- Firefighter Worksheet PDF
- Hair and Beauty Worksheet PDF
- Home Office Deduction Worksheet PDF
- Law Enforcement Tax Worksheet PDF
- Long Haul Trucker Worksheet PDF
- Medical Personnel Worksheet PDF
- Non-Cash Contribution Worksheet PDF
- Real Estate Professional Worksheet PDF
- Rental Property Worksheet PDF
- Self-Employed Worksheet PDF
- Teacher Worksheet PDF
- Vehicle, Travel, and Entertainment Worksheet PDF
Checklists & Questionnaires
- Required Personal Client Questionnaire PDF
- Required Business Questionnaire PDF
- Required Trust/Estate Tax Questionnaire PDF
- QuickBooks Year End Review Checklist PDF
- Charitable Contributions Checklist PDF
Other Important Documents
Ready to take the next step?
Talk with our experts to learn more about all the value we can bring to your tax strategy.