Tax Preparation Checklist
It's that time of the year again, here is a brief guideline of what documents to prepare for preparation of your tax return. Right-Click here to open document.
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New Client Info Sheet
For "new" clients, please complete this form, upon sending us your documents or prior to comming to your tax appointment.Right-click here to open document.
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Non-Cash Donation Guideline
Here is a simple guideline that breaks down minumum to maixum value of items donated to i.e.: "The Salvation Army", "Melwood", and other various organizations. Right-click here to open document.
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Mileage Log
Mileage Log this is very usefule to those individuals who are required by their job to use their vehicle, to meet clients or have meetings outside of the office. The IRS is very strict about this, that is why we require all clients to be diligent in recording their mileage. It is best to have a mileage log for each business or work trip. The form is self-explanatory on how to complete the mileage log. Right-click here to open document.
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Transportation Expense
Can't figure out when or how to deduct travel expense? Here is a basic guideline on who and what can be considered as a Transportation Expense when filing your taxes. Right-Click Document to Open.
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Standard Mileage Rates & Car Expense
For those required to travel alot for business purposes or for those self-employed who go from one client to another. The Internal Revenue Service has created this helpful guideline about Standard Mileage Rates, Parking Fees, Toll Fess, Car Expenses, etc. For more details on this topic, refer to www.irs.gov Keyword Search: Publication 17. Right-Click Document to Open.
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Other Miscellaneous Deductions
Here are examples of other items that you may deduct on your taxes. (These deduction do not apply to all tax filers, some may or may not qualify) For more details on qualification or deductions visit www.irs.gov Keyword: Miscellaneous Deductions. Right-Click Document to Open.
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Nondeductible Expenses
Here's a guideline of Nondeductible Expenses, this guideline will help you organize and plan for your tax filing. Right-Click Document to Open.
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Customized Deuction List for Self-Employed
This is a customized deduction list for the Self-Employed inidividuals. Right-click here to open document.
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Customized Deduction List for Postal Clerks & Carriers
This is the customized deduction list for U.S. Postal Clerks and Rural Carriers. Right-Click here to open document.
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Customized Deduction List for Cameramen, Producers,.....
This is the customized deduction list for the ff: TV/Radio Reporters, Journalists, Live Producers, Cameramen, and Producation Managers. Important Note reagarding Business Attire Cost and Upkeep, IRS requires that for business attire costs and upkeep, the clothing or accessory "Must have" the company logo imprinted, and is required for you to wear by your employer.
Right-click here to open document.
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Customized Deduction List for Household Help or Nanny
This is a customized deduction list for the ff: Household Helpers, Housekeepers, Maids, or Nannies. Right-click here to open document.
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Customized Deduction List for Sales Associates
This is a customized deduction list for Sales Associates. Important Note about Business Attire Cost and Upkeep. IRS now requires that the clothing or accessory "Must Have" the company/employer's logo imprinted and that you are required by your employer to wear it.Right-click here to open document.
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Customized Deduction List for Teachers
This is a customized deduction list for Teachers. Important Note about Business Attire Cost and Upkeep. IRS now requires that the clothing or accessory "Must Have" the company/employer's logo imprinted and that you are required by your employer to wear it.Right-click here to open document.
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Customized Deduction List for Flight Attendants
This is a customized deduction list for Flight Attendants. Right-click here to open document.
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Customized Deduction List for Messengers & Couriers
This is a customized deduction list for messengers, courirers, or delivery personel. Right-click here to open document.
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Customized Deduction List for Network/Computer Engineers
This is a customized deduction list for the ff: Network or Computer Engineers, and IT Technicians/Specialists. Right-click here to open document.
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Customized Deduction List for Real Estate Agents and Brokers
This is customized deduction list for Real estate agents and Real estate brokers. Important Note about Business Attire Cost and Upkeep. IRS now requires that the clothing or accessory "Must Have" the company/employer's logo imprinted and that you are required by your employer to wear it.Right-click here to open document.
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Customized Deduction List for Contruction/Home Improvement Workers
This is a customized deduction list for Electricians, Handyman, Plumber, and any other person in the Home Improvement or Construction Industry. Right-click here to open document.
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Customized Deduction List for Flooring Installers
This is a customized deduction list for flooring (Carpet, Harwood, Laminate, Tile, Brick, etc) installers.
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Customized Deduction List for Asbestos Workers
This is a customized deduction list for Asbestos Workers. Right-click here to open document.
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Customized Deduction List for Auto Mechanics/Technicians
This is a customized deduction list for Auto Mechanics/Technicians. Right-click here to open document.
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Customized Deduction List for Nurses
This is a customized deduction list for Nurses. Right-click here to open document.
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Customized Deduction List for Doctors
This is a cutomized deduction list for Doctors and Therapists of all medical fields. Right-click here to open document.
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