Below are forms and worksheets to assist us in the preparation of your income tax returns.

Corporate Partnership Data Organizer
You may use this checklist to assemble the data for your business return this year.

Business Engagement Letter
This document spells out the terms of the engagement. Please download, print out, sign and include the form with your tax data.

Vehicle Expense Worksheet
If you use your vehicle(s) for business, you may use this worksheet to tabulate the expenses for each vehicle.

Schedule C Worksheet
Use this worksheet to organize your data for your sole proprietorship.

Schedule E Worksheet
Use this worksheet to organize your data for rental property.