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.
