2021 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 2021.
2021 Engagement Letter – Individual – Required one-page agreement for services.
2021 Engagement Letter – Business Entity – Required one-page agreement for services.
1099 Information – Form 1099 Requirements and Filing Deadlines.
Form W-9 – Request for Taxpayer Identification and Certification for filing 1099 forms.