To prepare for your upcoming tax appointment. Both new and returning clients are required to complete the General Tax Organizer and to sign the included Service Agreement.

Our supplemental worksheets are available to clients with certain reporting requirements. If you earned self-employment income through a small business, as a contractor, or in side-gig then Business Income & Loss Worksheet is for you. How about a rental property that you own? We have a TaxSheets™ for that as well.

All our TaxSheets™ are downloadable and can either be printed and completed by-hand or as a fillable PDF.