We understand that it can be difficult gathering all of your tax information. For that reason, we have created detailed checklists for our clients that are available in PDF format below. There are checklists for self-employed individuals, farmers, clients with rental properties, for recording capital gains, and others for general information. If you are not able to access the checklist, please stop by the office and we will have them available for you.
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2012 Common Credits & Deductions Worksheet- This worksheet will help you organize your itemized deductions and other various credits for education expenses and childcare.
Client Information Sheet – Use this sheet to update your personal information such as address, telephone number, email address, and dependent information.
2012 Rental Schedule Worksheet– Use this checklist to organize your revenues and expenses rental properties.
2012 Self Employed & Business Expense Worksheet– Use this checklist to organize your revenues, expense and equipment purchases from self-employment.
2012 Farmer’s Worksheet– Use this checklist to organize your revenues, expenses, and equipment purchases from farming.
2012 Unreimbursed Employee Expense Worksheet