Tax Preparation Checklists

Here are some of the most helpful downloads to assist you with getting ready for Tax Time:

*List of documents to bring with you.

*Terms of Engagement Letter.

*Questionnaire for New Clients Or complete online then download the list of documents from above.

*Consent to Use Of Tax Return Information.

*Consent to Disclosure Of Tax Return Information.

*Checklist for Self-Employed Taxpayers.

*Tastefully Simple Custom Self-Employed Questionnaire .

*Schedule D (stock transactions) Import Worksheet.