The majority of your tax information will be gathered from your tax papers.
Our worksheets are designed to gather any additional information.
Complete the following Online Tax Questionnaire.
(Everyone please complete)
Then complete any of the other worksheets listed below that apply to you.
Don’t Worry if you missed any. Our Questionnaire is designed
to determined what other worksheets are required.
After our review we will follow up with
any additional worksheets and/or tax questions.
(Complete the ones that apply to you)
(or download spreadsheet template below)
(Only available in spreadsheet download below)
If you are using QuickBooks Desktop Click Here
Residential Energy Credit
Small Employer Heath Insurance Credit
(25 or less employees)
Employee Home Office(State Deductable)
The above templates are in the Desktop Excel 97/2000 spreadsheet format.
They can be opened with Microsoft Excel Desktop 97 or higher
or with the FREE Apache Desktop OpenOffice software.
They can also be uploaded to your Free or Paid Ondrive Cloud.
If you would like to share it with us, our Ondrive handle is ” Chase1040@gmail.com”
This is our preferred option, as we can work on it together.
After we review your worksheets & tax papers
we will contact you regarding any follow-up tax questions we may have.