Worksheets

Personal

• Cover Letter 2023
• Engagement Letter
• Virtual Currency Questionnaire
• What to Collect for Tax Prep
• Personal Data Organizer
• Itemized Deductions
• Mortgage Interest-is it deductible
• Education Credit (new form)
• Disclosure of Foreign Assets
• Tax Tips for Making Tax Time Less Taxing
• COVID Worksheet
• Digital Assets Sup Organizer

Certifications for Certain Credits

• AOC Credit Certification
• Child Tax Credit Certification
• Earned Income Credit Certification
• Head of Household Status Certification

Business, Farm, Rental

• Rental Property Organizer
• Home Office Expenses
• Business Questionnaire
• Self Employed Worksheet
• LLC
• Partnership
• S-Corporations
• Farmers
• Hiring Your Minor Child

Specific Businesses

• Owner Operator Deductions
• Deductions for Hair Stylists
• Tax Deductions for Personal Trainers
• Tax Deductions for Your Photography
• Musicians and Music Instructors
• Tax Tips for Direct Sellers
• Direct Sellers Worksheet

Tax Updates & News

• Consolidated Appropriations Act of 2020

Miscellaneous

• Authorization to pick up
• Noncash Charitable Contributions Donation List
• Noncash Charitable Contributions Fair Market Values
• Payment Options
• If You Cannot Pay Options
• Disclosure Authorization to 3^rd party
• Form 8332 Release of Dependent Claim
• Form W-9 Request for Taxpayer ID number
• Form 8821 Tax Info Authorization
• Form 2848 Power of Attorney
• Form 11652 Schedule C questionnaire for EITC
• Grandma and the 529 Plan

Employers/Employees

• Employee File Checklist
• I-9 Employment Eligibility Verification
• Form W4 Withholding – wages
• Form W4P Withholding – pensions