BASIC ORGANIZER

Includes a list of information you need to bring to your tax appointment. You need to fill out all the pertinent information before your tax appointment.
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EDUCATION

Fill out if you or your children have any higher education expenses. Also complete information for children with K-12 expenses.
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STOCKS / RETIREMENT ACCOUNTS

If you sold stock/mutual fund/property or have retirements accounts (or made contributions to retirement accounts) fill out this worksheet.
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SELF-EMPLOYED

If you are self-employed use this worksheet to fill your income and expenses for the year. Use one worksheet for each business.
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RENTAL

If you own rental property use this worksheet to fill your income and expenses for the year. Use one worksheet for each property.
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1099/CRP Information

Information on our services to create 1099 and CRPs for our clients.
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DAY CARE PROVIDERS INCOME & EXPENSES

Information on day care providers income and expense sheet.
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