Worksheets & Forms

Attention! You must use Adobe Reader to complete our forms, be sure not to open in your web browser. They are all formatted as pdf fill-in forms and can be saved and emailed directly to us upon completion.

Forms & Letters

  • 2017 Engagement Letter - View
  • Accountable Plan Instructions & Document - View
  • 1099 Misc Data Entry Form - View
  • 2017 Due Diligence Checklist - View
  • 2017 Tax Questionnaire - View
  • Employment Application - View


  • Child & Dependent Care Worksheet - View
  • Business Worksheet - View
  • Rental Property Worksheet - View
  • Vehicle Expense Worksheet - View
  • Medical Expense Worksheet - View
  • Home Office Worksheet - View
  • MLM Direct Sales - View

New Client Info Sheets

Financial Calculators

Please use the calculators below to assist in the planning of major purchases and life-changing decisions. Then let us help you in the planning stages of these decisions. We can offer you an outside perspective and objective opinions and hopefully save you from headaches and financial strains.

Financial Calculators

Tax Links

While we don't want you to leave us, we do want to offer other sites that might be beneficial or of interest for you.

Where's my Refund? Find out the status of your refund.
Internal Revenue Service An online resource to find the latest in tax law
U.S. Treasury Department Get the latest government-issued press releases and other national budget/economy details
Small Business Administration Business resource available for small business research

Planning Tools

We hope you will find these articles, decision tools, and FAQs helpful and informative. We have included various topics on business ownership, education planning, government benefits, personal finance, special situations and tax planning (to name a few).

Business Owner


Advertising a business
Employee benefits and other issues
Home-based businesses
Incorporating a business
Insurance coverage
Noncompetition agreements
Raising capital
Starting a business
Transferring or selling a business
Valuing a business