The links below are to several different worksheets which can assist a taxpayer with organizing information for specific tax situations they may have.  These should be filled and brought to your appointment.    

Please see IRS.GOV for explanations on when to use and how to complete these forms. 

The links will take you to the form which can be download and/or printed. 

 For individuals who received tips or overtime during tax year 2025:

Qualified Overtime Deduction Worksheet rev. 2025-12-31 (fillable) 

For individules who qualify for the new deduction for car loan interest:

Qualified Passenger Vehicle Loan Interest Worksheet (fillable) rev. 2026-01-03v2 

For employees who received tips during tax year 2025:

Qualified Tip Deduction Worksheet for Employees (fillable) rev. 2026-01-06

For self-employed individuals who received tips during tax year 2025:

Qualified Tip Deduction Worksheet for Self-Employed (fillable) rev. 2026-01-05

For Seniors can reduce their tax burden by donating to charity through their IRA:

Reduced QCD by IRA Deduction Worksheet rev. 2025-12

For self-employed individuals:

Self-Employed Sch C Worksheet (fillable) TY25