Work Sheets

Individual Tax Information:

• 2025 Tax Organizer (PDF)

• 2024 Tax Organizer (PDF)

• 2023 Tax Organizer (PDF)

• Contributions (PDF)

• Engagement Letter (PDF)

• IRS Response Agreement (PDF)

• Record Keeping For Tax Purposes (PDF)

• Withholding Filling Out Form W-4 (PDF)

Business Brochures

• Business Management TIPS (PDF)

• Business Owners Taking Money Out Of A Business (PDF)

• Business Use Of Home (PDF)

• Self Employment Tax (PDF)

• Starting A Business (PDF)

• Daycare Providers Income And Expenses (PDF)

• Form 1099 MISC And Form 1099 NEC Reporting (PDF)

• Household Employees (PDF)

• Real Estate Professionals (PDF)

• Rental Income And Expenses (PDF)

Business Forms

• Self-Employed Income and Expense (PDF)

• Day Care Worksheet (PDF)

• Investments In Real Property  (PDF)