Forms & Documents
(Click Links to Open)

Forms for New Clients

For Existing Clients

Misc. Tax Forms

New Client Form

Deduction Checklist

W-9

Engagement Letter & Questionnaire

1040V Payment Form

W-4

4868 Extension Form

Helpful Links and Worksheets

Expense Templates by Industry

Salvation Army Value Guide

Monthly Bookkeeping Template

Lawn Maintenance Expense

Tax Exempt Organization Search

Construction Expense

Long Haul Truck Driver Expense

Business Professional Deductions

Business Mileage Worksheet

Vehicle, Travel, Home Office Expense

Daycare Expenses

Direct Seller Expense

Hairstylist, Manicurist Expense

Professional Flightcrew Deductions

Realtor Expenses

Sports Officials Expenses

Rental Property Worksheet