Nationwide Web Based Online Tax Service Specializing In Individual & Corporate Taxation

Tax Worksheets

tax preparation

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.

Tax Questionnaire

(Everyone please complete)

Optional: complete any of the other worksheets listed below that apply to you.
Our Tax Questionnaire is designed
to determined what other worksheets are required.
After our review we will direct you to the worksheets that apply to you, and/or follow up with
 any tax questions.

Optional Worksheets

(Complete the ones that apply to you)

Itemized Deductions (Online) or (PDF fill in)
For 2023 you need to have at least
$13,850 for single filers
$27,700 for Joint filers
$20,800 for head of household
In order to Itemize

Donated Property Over $500
Only If itemizing

Job Related Moving Expenses
Active military only

Rental (PDF fill in) or (Excel download)

Business P&L (PDF fill in) or (Excel download)

If you are using QuickBooks Desktop Click Here

Child & Dependent Care Credit
This could include elderly care

Tuition Credit
Higher Education

Residential Energy Credit
Solar/Fuel Cells/Geothermal

Alternative Powered Vehicle Credit
Electric, Fuel Cell and
Plug-in Hybrids Vehicles

Small Employer Heath Insurance Credit
If you have 25 or less employees

W2 Employee Expenses
State Deductible if you are able to itemize

Bank Account for Direct Deposit
Please update if changed since last filed tax return

Tax notes (anything you wish to add)

After we review your worksheets & tax papers
 we will contact you regarding any follow-up tax questions we may have.

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