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
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 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