Tax Prep Worksheets
With the recent changes in tax law, business deductions are now limited to self-employed individuals, LLCs and incorporated businesses. Below are worksheets that will assist you in preparing for your tax appointment. Please complete the relevant worksheet(s) to the best of your ability and bring them with you to your tax appointment. Your tax advisor will review them, search for additional deductions, and give you guidance on future recordkeeping.
- Business Use of Home Worksheet
- Casualty Loss Worksheet
- Contractor Deduction Worksheet
- Clergy Deductions Worksheet
- Corporation Tax Prep Worksheet
- Direct Deposit of Tax Refund Worksheet
- Educators Deductions Worksheet
- Estimated Taxes Explained
- Extended Tax Service
- Firefighter/Paramedic Deductions Worksheet
- Lifeguard Deductions Worksheet
- Medical/Healthcare Professionals Deductions Worksheet
- 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
- Trust Return Worksheet