Tax Documents

Here are some tax documents to help you gather your tax information for preparation, as well as some additional forms that might be needed along the way.

Client Information Sheet:

Direct Deposit Form:

Itemized Deductions Worksheet

Business Income and Expense Worksheet

Rental Income and Expense Worksheet

Key Figures for the 2023 Tax Year(ex: mileage rates, exemption amounts, standard deductions, educational credits, payroll)

Additional information checklist:

Form 9465 (IRS Installment Agreement Request)

Form 8332 (Release of Claim to Exemption)

Deductible Medical Expenses