For Individuals

Tax Preparation Checklist

It's that time of the year again, here is a brief guideline of what documents to prepare for preparation of your tax return. Right-Click here to open document.

Download: PDF icon Tax_Preparation_Checklist.pdf
New Client Info Sheet

For "new" clients, please complete this form, upon sending us your documents or prior to comming to your tax appointment.Right-click here to open document.

Download: PDF icon New Client Info Sheet.pdf
Non-Cash Donation Guideline

Here is a simple guideline that breaks down minumum to maixum value of items donated to i.e.: "The Salvation Army", "Melwood", and other various organizations. Right-click here to open document.

Download: PDF icon Non-cash_Donation_Guideline.pdf
Mileage Log

Mileage Log this is very usefule to those individuals who are required by their job to use their vehicle, to meet clients or have meetings outside of the office. The IRS is very strict about this, that is why we require all clients to be diligent in recording their mileage. It is best to have a mileage log for each business or work trip. The form is self-explanatory on how to complete the mileage log. Right-click here to open document.

Download: Office spreadsheet icon MILEAGE LOG.xls
Transportation Expense

Can't figure out when or how to deduct travel expense? Here is a basic guideline on who and what can be considered as a Transportation Expense when filing your taxes. Right-Click Document to Open.

Download: PDF icon Examples of deductible transportation.pdf
Standard Mileage Rates & Car Expense

For those required to travel alot for business purposes or for those self-employed who go from one client to another. The Internal Revenue Service has created this helpful guideline about Standard Mileage Rates, Parking Fees, Toll Fess, Car Expenses, etc. For more details on this topic, refer to www.irs.gov Keyword Search: Publication 17. Right-Click Document to Open.

Download: PDF icon Standard Mileage Rate & Car Expenses.pdf
Other Miscellaneous Deductions

Here are examples of other items that you may deduct on your taxes. (These deduction do not apply to all tax filers, some may or may not qualify) For more details on qualification or deductions visit www.irs.gov Keyword: Miscellaneous Deductions. Right-Click Document to Open.

Download: PDF icon Miscellaneous Deductions.pdf
Nondeductible Expenses

Here's a guideline of Nondeductible Expenses, this guideline will help you organize and plan for your tax filing. Right-Click Document to Open.

Download: File Nondeductible Expenses.docx
Customized Deuction List for Self-Employed

This is a customized deduction list for the Self-Employed inidividuals. Right-click here to open document.

Download: PDF icon Self-Employed.pdf
Customized Deduction List for Postal Clerks & Carriers

This is the customized deduction list for U.S. Postal Clerks and Rural Carriers. Right-Click here to open document.

Download: PDF icon U_S__POSTAL_CLERKS___RURAL_CARRIERS.pdf
Customized Deduction List for Cameramen, Producers,.....

This is the customized deduction list for the ff: TV/Radio Reporters, Journalists, Live Producers, Cameramen, and Producation Managers. Important Note reagarding Business Attire Cost and Upkeep, IRS requires that for business attire costs and upkeep, the clothing or accessory "Must have" the company logo imprinted, and is required for you to wear by your employer. Right-click here to open document.

Download: PDF icon Customized_Deduction_List_for_TV_Radio_Industry_Personel.pdf
Customized Deduction List for Household Help or Nanny

This is a customized deduction list for the ff: Household Helpers, Housekeepers, Maids, or Nannies. Right-click here to open document.

Download: PDF icon Housekeeper__Maid__or_Nanny.pdf
Customized Deduction List for Sales Associates

This is a customized deduction list for Sales Associates. Important Note about Business Attire Cost and Upkeep. IRS now requires that the clothing or accessory "Must Have" the company/employer's logo imprinted and that you are required by your employer to wear it.Right-click here to open document.

Download: PDF icon Sales_Associates.pdf
Customized Deduction List for Teachers

This is a customized deduction list for Teachers. Important Note about Business Attire Cost and Upkeep. IRS now requires that the clothing or accessory "Must Have" the company/employer's logo imprinted and that you are required by your employer to wear it.Right-click here to open document.

Download: PDF icon Teachers.pdf
Customized Deduction List for Flight Attendants

This is a customized deduction list for Flight Attendants. Right-click here to open document.

Download: PDF icon Flight_Attendants.pdf
Customized Deduction List for Messengers & Couriers

This is a customized deduction list for messengers, courirers, or delivery personel. Right-click here to open document.

Download: PDF icon Messengers___Couriers.pdf
Customized Deduction List for Network/Computer Engineers

This is a customized deduction list for the ff: Network or Computer Engineers, and IT Technicians/Specialists. Right-click here to open document.

Download: PDF icon Network_or_Computer_Engineers.pdf
Customized Deduction List for Real Estate Agents and Brokers

This is customized deduction list for Real estate agents and Real estate brokers. Important Note about Business Attire Cost and Upkeep. IRS now requires that the clothing or accessory "Must Have" the company/employer's logo imprinted and that you are required by your employer to wear it.Right-click here to open document.

Download: PDF icon REAL_ESTATE.pdf
Customized Deduction List for Contruction/Home Improvement Workers

This is a customized deduction list for Electricians, Handyman, Plumber, and any other person in the Home Improvement or Construction Industry. Right-click here to open document.

Download: PDF icon Contruction_or_Home_Improvement_Workers.pdf
Customized Deduction List for Flooring Installers

This is a customized deduction list for flooring (Carpet, Harwood, Laminate, Tile, Brick, etc) installers.

Download: PDF icon Flooring_Installeres.pdf
Customized Deduction List for Asbestos Workers

This is a customized deduction list for Asbestos Workers. Right-click here to open document.

Download: PDF icon Asbestos_Workers.pdf
Customized Deduction List for Auto Mechanics/Technicians

This is a customized deduction list for Auto Mechanics/Technicians. Right-click here to open document.

Download: PDF icon Auto_Mechanics.pdf
Customized Deduction List for Nurses

This is a customized deduction list for Nurses. Right-click here to open document.

Download: PDF icon Nurses.pdf
Customized Deduction List for Doctors

This is a cutomized deduction list for Doctors and Therapists of all medical fields. Right-click here to open document.

Download: PDF icon Doctors.pdf
Customized Dedcutions for Police Officers
Download: PDF icon Police_Officer_Expenses_Sheet1.pdf