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Client Worksheets

**NOTE:  With the Affordable Care Act in place, please bring proof of coverage(s) for health insurance to your tax appointment or if you have an exemption certificate bring that along. If you purchased health coverage via the Marketplace/Exchange, you should be receiving a Form 1095 from them with coverage details for your tax return.**

For your convenience, we've added the following forms and worksheets to assist in better serving you. (Open and print the appropriate worksheets as needed)

Tax Return Questionnaire
 
Personal Tax Organizer 
 
Business Income & Expense Worksheet
 
Farm Income & Expense Worksheet
 
Rental Property and Royalty Income & Expense Worksheet
 
Retirement Planning Worksheet
 
1099 Worksheet
 
W-2 Worksheet
 
Form W-4  ( Employees Withholding Allowance Certificate)
 
Form I-9 (Employment Eligibility Verification Form)
 
Form W-9 ( Request for Taxpayer Identification Number) 
 
Payroll Reporting Form  
 
Employer's Worksheet to Calculate Employee's Taxable Income from Employer-Provided Vehicle 
 
Form 2290 Worksheet