Client Tools

 

Blank Organizer

Download a blank organizer


Individual Pages

Additional Information, page 47
Adjustments to Income, page 29
Asset Acquisition List, page 27
Asset Disposition List, page 26
Business Income (Schedule C), pages 15, 16
Business Use of Home (Form 8829) page 35
Capital Gains & Losses (Schedule D), page 17
Child and Dependent Care Expenses (Form 2441), page 42
Client Information, pages 2, 3
Dependent Information, page 4
Direct Deposit & Estimates (Form 1040 ES), pages 8, 9
Education Credits / Tuition Deduction, page 44
Education Distributions (ESA's and QTP's), page 14
Employee/Vehicle Bus. Exp. (Form 2106), page 36
Estate or Trust and REMIC Information, page 25
Farm Income (Schedule F/Form 4835), pages 22, 23
Foreign Income Exclusion (Form 2555), pages 38-40
Health Savings Account (8889), page 41
Household Employment Taxes (Schedule H), page 45
Installment Sales (Form 6252), page 18
Interest & Dividend Income, page 11
Itemized Deductions, pages 30-33
Miscellaneous Income, page 12
Miscellaneous Questions, pages 5-7
Noncash Contributions (Form 8283), page 34
Parent's Election to Report Child's Inc., page 46
Partnership and S Corporation Information, page 24
Qualified Adoption Expenses (Form 8839), page 43
Rental & Royalty Income (Schedule E), pages 20, 21
Sale of Home & Moving Expenses, page 19
State & Local Tax Refunds / Unemployment Compensation, page 13
Vehicle Expenses, page 28
Vehicle Expenses (Form 2106), page 37
Wages, Pensions, Gambling Winnings, page 10

Other forms

Power of Attorney
Mileage Log
Charitable Gifts and Donations Tracker
When are Local Transportation Expenses Deductible?


For your convenience, this link directs you to a Salvation Army value guide.

 

 

Organize. Manage. Prepare.

These three little words may not sound like much, but they mean a lot to us, and they translate to results, freedom and security for you. We work to organize taxes driving results while saving time and money. We manage tedious tasks providing the freedom to focus on what really matters. We help prepare for the future bringing security and peace of mind for the road ahead.

Industry Specialties

  • Small businesses
  • Professional services
  • Construction
  • Manufacturing
  • Residential/commercial real estate
  • Healthcare professionals and practice units
  • Retail
  • Information technology providers and designers
  • Trusts and estates
  • Restaurants
  • Research and development
  • Law firms
  • Engineering firms
  • Oil and gas