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Forms & Worksheets

Our most popular forms and worksheets.

New Client Agreement

All clients are required to have a signed Client Engagement & Privacy Policy on file before work begins.
Client Engagement & Privacy Policy
POPULAR
Understand our terms and conditions and your privacy rights. 

Tax Preparation Forms for Individuals

Every year, all clients are requested to submit a completed tax prep checklist with your tax documents.
Tax Preparation Checklist
POPULAR
Important checklist and guide of required tax information. 
Medical & Dental Expenses Worksheet (Schedule A)
Helpful worksheet for providing specific Schedule A expenses.
Charitable Expenses Worksheet (Schedule A)
Helpful worksheet for providing specific Schedule A expenses.
Donations Value Calculator (Schedule A)
Helpful worksheet for providing specific Schedule A expenses.
Child & Dependent Care Worksheet (Schedule CDC)
Helpful worksheet for providing important required information.
Rental Income & Expense Worksheet (Schedule E)
Helpful worksheet for providing important required information.
Head of Household Worksheet (Schedule H)
Helpful worksheet for providing important required information.
Unreimbursed Employee Expenses Worksheet (Schedule U)
Helpful worksheet for providing important required information.
Vehicle Expense Worksheet (Schedule V)
Helpful worksheet for providing important required information.

Personal & Business Consultation Forms

Free 15-Minute New Business Consultation
This information form needs to be submitted before your free consultation. During the consultation, only an understanding of the services we offer and pricing options will be provided. 
COMING SOON
We are currently not accepting new business clients until late spring 2024. 
If interested, you can contact the front desk and ask to be put on a wait list. 
Consultation Agreement
POPULAR
A signed consultation agreement is required for non-tax preparation services and consultations and is not required for tax preparation. Our Consultation Rate is $275.00 per hour, billed in 15-minute increments. There is a minimum charge of $200.00. A retainer for the full estimated amount is normally required.
Credit Card Authorization Form
Use this form to set up a credit card to pay a retainer or invoice.
Tax Prep Checklist

Tax Preparation Forms for Businesses

Business Income & Expense Worksheet (Schedule C)
Helpful worksheet for providing important required information.
Vehicle Expense Worksheet (Schedule V)
Helpful worksheet for providing important required information.

Business Client Forms

Business Formation & Incorporation Form
If you are creating an LLC, S-Corp, or Corporation fill out this worksheet.
COMING SOON
New Business Onboarding Form
If you are new business client fill out this worksheet. 
COMING SOON
Payroll - New Employee Form
If you are adding an employee to your payroll fill out this form.
COMING SOON

Ready to send your documents?

Securely upload your completed forms and tax documents using your Client Portal or the Document Upload Tool. Email is discouraged due to the risk of identity theft.
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