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.
For Individuals
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.
New Client Info Sheet.pdf 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.
donation_value_guide.pdf 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.
MILEAGE LOG.xls Customized Deuction List for Self-Employed
This is a customized deduction list for the Self-Employed inidividuals. Right-click here to open document.
Self-Employed.pdf 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.
REAL_ESTATE.pdf 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.
Contruction_or_Home_Improvement_Workers.pdf Customized Deduction List for Flooring Installers
This is a customized deduction list for flooring (Carpet, Harwood, Laminate, Tile, Brick, etc) installers.
Flooring_Installeres.pdf Customized Deduction List for Auto Mechanics/Technicians
This is a customized deduction list for Auto Mechanics/Technicians. Right-click here to open document.
Auto_Mechanics.pdf