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Tax Worksheets

Here you can find, download, or print our custom-made tax worksheets. Some worksheets are only required if you choose to send us paper copies of your tax documents. Others are required based off which type of client you are. Scroll down to learn more about each worksheet and whether or not it applies to you.

General

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Engagement Letter

Our Engagement Letter outlines our Terms of Engagement between us and you. Before we can begin any work on your tax return(s), we need you to review and accept these terms. We recommend doing this online through the portal, but you can also print, sign, and mail it, or drop it off.

Personal Income Data Worksheet

This worksheet takes all of your personal income data and gathers it to one place. This helps us prepare your tax return faster, saving you money. This worksheet is only required if you opt-out of answering our online portal questions.

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Personal Deductions Worksheet

This worksheet lists all available personal income tax deductions and allows you to list the total amount you spent toward any of the deductions that apply to you. This worksheet is required for all clients who would like to claim any personal tax deductions.

Rental Properties Data Worksheet

This worksheet gathers all your profit and expense data for any rental properties you have. This worksheet is only required for clients who own and operate rental properties.

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Cosmetics Business Clients

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Cosmetics Business Data Worksheet

This worksheet is specifically for clients who own or operate a cosmetics business. It gathers your income, itemizes your expenses, and lists depreciable items to attribute them to different business deductions. This worksheet is required for cosmetics business clients who don't operate their business as a hobby.

Cosmetics S-Corp Data Worksheet

This worksheet gathers cosmetics business data that is specific for an S-Corporation. This worksheet is required for cosmetics business clients who operate their business as an S-Corporation.

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Other Business Clients

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Sole Proprietorship Data Worksheet

This worksheet is for clients who own or operate a business. It gathers your income, itemizes your expenses, and lists depreciable items to attribute them to different business deductions. This worksheet is required for business clients who operate their business as a Sole Proprietorship and not as an S-Corporation or as a hobby.

S-Corporation Data Worksheet

This worksheet accomplishes the same results as our Sole Proprietorship Worksheet, but is restructured specifically for S-Corporations. This worksheet is required for business clients who operate their business as an S-Corporation.

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Minister Clients

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Minister Data Worksheet

This worksheet is for clients who work as ministers. It gathers your income, itemizes your expenses, and lists depreciable items to attribute them to different deductions. This worksheet is required for clients who receive income as ministers.

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