Here are some links to other helpful resources for your use both during and outside of the tax season.

 

Here is a list of forms I offer for download:

  • Tax Documents – a list of tax documents to help you prepare for your appointment.
  • Taxpayer Questionnaire– a questionnaire for first-time clients to help provide information vital to the preparation of your tax return (great for changes to existing clients as well).  See link to right for online version.
  • Self-Employed Questionnaire – a questionnaire for clients that own their own business.
  • Tastefully Simple Questionnaire – a questionnaire tailored for clients that run their own Tastefully Simple business.
  • Schedule D Import Worksheet – an Excel worksheet for entering stock transactions that can be imported directly into the Drake tax preparation software.  Make sure you fill out Columns A, C, F, G, H, I, K, and L.
  • Coupon – a coupon for new clients to print for their first appointment or for existing clients to use to refer a friend.
  • Budget Assistance Profile – a planning profile that gathers information needed for your budgeting assistance appointment.
  • Consent to Use Of Tax Return Information – must be completed if you wish to be reviewed for eligibility of bank products during tax preparation.
  • Consent to Disclosure Of Tax Return Information – must be completed if you are eligible for bank products and wish to apply.
  • Terms of Engagement Letter – all clients and potential clients should review these terms of engaging in services with April’s Tax Service, Inc., sign, and turn it in before preparation each year.