Important Documents
Business Recordkeeping Guide (2018 - 2025 Tax Year)
Checklist for Next Year's Tax Return Preparation Appointment
Client Information Change Request (Address, Phone, Email)
Client Request for Additional Copy of Tax Return (Released to Client ONLY)
Deductible and Nondeductible Medical Expenses
How Long Do I Need to Keep My Tax Records?
New Client Appointment Data Worksheet
Returning Client Appointment Data Worksheet
Returning Client Accept or Decline Tax Services
Self Employment Deductions Worksheet (2018 Tax Year)
Self Employment Deductions Worksheet (2019 Tax Year)
Statement of Rental Income and Expense
Tax Return Appointment Questionnaire (2018 Tax Year)
