Worksheets & Templates

Individual

• Client Information Sheet

•  Itemized Deductions Checklist

•  Dependent Support Worksheet

•  Fair Market Value Guide

•  Medical Expense Worksheet

•  Rental Property Tax Organizer

Business

• Accountable Plan Worksheet

•  Day Care Income & Expense Worksheet

•  Business Income & Expenses

•  S Corporation Checklist

•  S Corporation Shareholders Adjusted Basis Worksheet

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