Resources and Updates
Our comprehensive tax checklists, organizers, and worksheets are designed to help you efficiently gather your tax information and ensure you don’t overlook any eligible deductions. We will also share periodic updates and informative articles to keep you current on tax law changes and provide practical tips to support your planning.
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
Updates
Visit our tax update hub for clear, timely insights and practical guidance to help you stay informed and prepared.
Read Updates (coming soon)
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