Worksheets & Forms

Documents

  • Engagement Letter - Individuals - View
  • Engagement Letter - Corps & Partnerships - View
  • New Client Info - Individuals - View
  • New Client Info - Corps & Partnership - View
  • Tax Questionnaire - Individuals - View
  • Tax Questionnaire - Business - View
  • Accountable Plan (Template) - View

Worksheets

  • Auto Expense Worksheet - View
  • Business Worksheet - View
  • Business Worksheet Direct Sales - View
  • Child & Dependent Care Worksheet - View
  • Home Office Worksheet - View
  • Medical Expense Worksheet - View
  • Home Expense Substantiation Worksheet - View
  • Rental Property Worksheet - View
  • Multiple Cities Worksheet - View

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 ServiceAn online resource to find the latest in tax law
U.S. Treasury DepartmentGet the latest government-issued press releases and other national budget/economy details
Small Business AdministrationBusiness resource available for small business research