Client Intake Form (PDF)

New Client Organizer (PDF)

Rental Property Organizer (PDF)

Sole Proprietor/Single Member LLC Organizer (PDF)

Daycare Provider Organizer (PDF)

Direct Sellers Organizer (PDF)

Farmers Organizer (PDF)

Realtors Organizer (PDF)

Truck Driver Organizer (PDF)

Additional Resources

Business Entity Comparison Chart (PDF)

Business Entity Pros and Cons (PDF)

Business Use of Home (PDF)

Capital Gains and Losses (PDF)

Charitable Contributions Guide (PDF)

Death of a Taxpayer (PDF)

Dependent Support Worksheet (PDF)

Early Retirement Distributions (PDF)

Education Tax Benefits (PDF)

Employee or Independent Contractor (PDF)

Engagement Letter (PDF)

Estimated Taxes (PDF)

Families With Children (PDF)

Farm Vehicles and Fuels (PDF)

Gift Tax  (PDF)

Health Care Reform Cost Sharing Subsidy for Individuals with High-Deductible Plans (PDF)

Health Savings Accounts (HSAs) (PDF)

High-Income Taxpayers (PDF)

Hobby vs. Business (PDF)

Identity Theft and Your Taxes (PDF)

Individual Retirement Accounts Kinds of IRAs and Prohibited Transactions  (PDF)

Individual Retirement Accounts Roth IRAs (PDF)

Individual Retirement Accounts Traditional IRAs  (PDF)

Itemized Deductions Homeowners (PDF)

Itemized Deductions Medical Expenses (PDF)

Mileage and Expense Log (PDF)

Moving Expenses (PDF)

Newlyweds Tax Tips (PDF)

Noncash Charitable Donation Tracker (PDF)

Pension Income Planning (PDF)

Privacy Policy (PDF)

Recordkeeping for Tax Purposes (PDF)

Recovery Rebate Credit Acknowledgement (PDF)

Referrals Appreciated (PDF)

Rental Income and Expenses (PDF)

Retirement Income (PDF)

Saving for College (PDF)

Social Security and Medicare (PDF)

Starting a Business (PDF)

What Should You Do if You Cannot Pay Your Taxes (PDF)

f8332-exemption release (PDF)