Tax Checklists and Worksheets

Please fill out our yes-no checklist prior to tax preparation with us. You can fill out the checklist prior to coming in to get your taxes prepared, or when you arrive at our office. If you are unsure of a question, you can place a "?" next to it and your preparer will address it with you.

Please fill out this worksheet if you have dependents and you are a new client or if you are unsure if you qualify to claim your dependents on your tax return. Your preparer will walk you through claiming dependents on your tax return at the time of tax preparation as well.

For each business you own, please list the amount of income and expenses attributable to your business during the tax year. For larger purchases (which might mean depreciable items), list those separately on the lines below.

For each rental property you own, please list the amount of income and expenses attributable to the property during the tax year. For larger purchases (which might mean depreciable items), list those separately on the lines below.

If you are eligible to deduct mileage as a business or rental expense, you will need to keep a mileage log of the miles driven. Keep track of the vehicle, date, miles driven, where you went, and the nature of the business when logging your miles.

Feeling lucky? You might not be when you have to pay taxes on all of your gambling winnings. To potentially use some of your session losses and/or other less-than-fortunate gambling endeavors, please keep a DETAILED log of your annual gambling. Win/Loss Statements from casinos DO NOT COUNT as an acceptable gambling log for IRS purposes.

For our clients who donate to Goodwill and would like to track the valuation of your donation, please utilize this guide compiled by Goodwill. This valuation guide can help you total up the estimated value of what you've donated each tax year.