Read what to bring to your appointment
Please print & complete the required forms, IF POSSIBLE..., OR arrive early to your appointment.
Intake Form Required by All Returns
Itemized Deductions Schedule A Worksheet - If Itemizing
Self-Employed Schedule C Worksheet - If Self-Employed
Qualified Tip Income Worksheet - For Self-Employed
Qualified Tip Income Worksheet - For Employees
Overtime Deduction Worksheet - If overtime work is deductible
Education Credits Worksheet - If student is eligible
Sale of Primary Residence Worksheet - Whether proceeds can be excluded
Vehicle Loan Interest Deduction Worksheet - If passenger vehicle loan interest can be excluded