Tax Prep Worksheets
Due to recent changes in tax law, business deductions are now limited to self-employed individuals, LLCs, and incorporated businesses. To help you prepare for your tax appointment, we've provided worksheets below. Please fill out the relevant worksheet(s) as thoroughly as possible and bring them to your appointment. Your tax advisor will review your information, identify additional deductions, and offer advice on maintaining records for the future.
- Business Use of Home Worksheet
- Business Tax Prep Worksheet
- Casualty Loss Worksheet
- Clergy Deductions Worksheet
- Contractor Deduction Worksheet
- Direct Deposit of Tax Refund Worksheet
- Educators Deductions Worksheet
- Estimated Taxes Explained
- Firefighter/Paramedic Deductions Worksheet
- Healthcare Professionals Deductions Worksheet
- Lifeguard Deductions Worksheet
- Meals and Entertainment Log
- Mileage Log
- Police & Protective Services Deductions Worksheet
- Realtor Deduction Worksheet
- Rental Property Deductions
- Sale or Purchase of Home
- Sales Representative Deductions Worksheet
- Self-employed Deduction Worksheet
- Tax Appoinment Preparation Checklist
- Travel Log
- Trust Return Worksheet