Worksheets
- 2024 Individual Tax Info Checklist – A checklist of info we need from you along with some useful information about working well with us.
- Self-Employment Worksheets (Schedule C) – For the sole proprietor or Single Member LLC.
- Rental Property Worksheets (Schedule E) – For landlords.
- Capital Gains & (Losses) Worksheet (Schedule D) – Use if you sold investment property during the tax year.
- Business Use of Home Worksheets – Use these worksheets if you have a dedicated home office for self-employment activity.
- Vehicle Usage and Expense Worksheets – If your vehicle is used in business or as a landlord, fill out these pages.
- Child and Dependent Care Worksheets – Use these pages to organize information about child and dependent care expenses incurred in 2024.
Engagement Letters
- 2024 Engagement Letter – Individual – Required one-page agreement for services.
- 2024 Engagement Letter – Business Entity – Required one-page agreement for services.
Misc
- Privacy Policy
- 1099 Information – Form 1099 Requirements and Filing Deadlines.