Resources
Resources
Our tax checklists, organizers and worksheets will help you gather your tax information and make sure you don’t miss any important deductions.
Worksheets and Checklists
To take advantage of these helpful items, please complete the documents that pertain to your tax situation with as much information as you can and bring them to your meeting with one of our tax advisors.
Worksheets
- Airline Personnel Worksheet
- Annual Info Return Requirements & Worksheet
- Business Professionals Worksheet
- Clergy Worksheet
- Construction Workers Worksheet
- Day Care Provider Worksheet
- Direct Seller Worksheet
- Entertainer Worksheet
- Firefighter Worksheet
- Hair and Beauty Worksheet
- Home Office Deduction Worksheet
- Law Enforcement Tax Worksheet
- Long Haul Trucker Worksheet
- Medical Personnel Worksheet
- Non-Cash Contribution Worksheet
- Real Estate Professional Worksheet
- Rental Property Worksheet
- Self-Employed Worksheet
- Teacher Worksheet
- Vehicle, Travel, and Entertainment Worksheet
Engagement Letters
- Individual Engagement (California)
- Individual Engagement (Non-California States)
- Individual & Bookkeeping Engagement (California)
- Individual & Bookkeeping Engagement (Non-California States)
- Tax Planning Engagement
- Business Engagement (California)
- Business Engagement (Non-California States)
- Business & Bookkeeping Engagement (California)
- Business & Bookkeeping Engagement (Non-California States)
- Estate & Trust Engagement (California)
- Estate & Trust Engagement (Non-California States)