Below are important tax documents for you to utilize while gathering your tax information. Some of the documents will not apply to you, so please use your discretion to determine what is necessary for you to complete. If you choose to complete these documents, please provide them to us with all of your other documents. Providing all documents at once helps us to stay organized.
Please note: These documents can be filled out at our office when you drop off your information. They will be printed and available if that is more convenient for you.
OPTIONAL, IF APPLICABLE:
- Tax Organizer
- Home Office Worksheet
- Auto Expense Worksheet – Mileage Deduction
- 2022 Tax Questionnaire
- Due Diligence Checklist (Note - fill out if you are claiming any dependents, or college tuition credits).
- Approval to extend personal tax return (Note - this only pertains if you will NOT have your documents gathered by the due date and are unable to provide us information to prepare a complete and accurate tax return.)