TAX PREPARATION DOWNLOADS

Please use your Client Portal for all document uploads.

Use the following link to safely Upload Your Documents.

Please Download and Save the following .pdf fillable documents.

2022 Individual Checklist — Do not use if using the Client Portal Organizer!

2022 Fiduciary Organizer — Used for Trust or Estate returns

Supporting Worksheets

• Business Income & Expense Worksheet — includes Vehicle and Home Office worksheets
• Rental Worksheet
• Charitable Donations: Property worksheet
• Childcare Expense worksheet
• Sale of your Home worksheet
• Employee Business Expenses