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Checklists and Organizers

Here is a list of documents and information that you may need for your tax appointment

Here is a list of information that you may need to complete your business entity tax return

This organizer helps you gather the information needed to complete the Schedule C for the self-employed person. Use one organizer for each business

This organizer helps landlords gather information on their rental properties.  Each organizer has space for three rental properties

This log is includes some general information regarding travel expense along with a sample mileage log.  You can use this log or make one of your own, as long as it includes all the necessary information.  Use a separate mileage log for each vehicle and a separate log for each business and each rental property

You are required to keep a list of what was donated. This guide can help you determine the amount of tax deduction you can take.  This guide is only an estimated range of values and does not include everything.  But it does help you get started

Here are 8 tips for military personnel. Thank you for your service.

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