Get Organized!
If you didn't receive an organizer in the mail or you are a new client, please view and print these worksheets to help you get ready. Please bring them with you to your appointment. The more accurate you are with your organized information, the more accurate your tax return is going to be. To view these forms and print them out, you need Adobe Acrobat Reader. You can download it for free at the link below. Thanks!
2011 Tax Year Simplified Client Organizer
2011 Employee Business Expenses Organizer
2011 Business/Self Employed Organizer
2011 Business Use of Home (for home-based businesses with home office)
2011 Car and Truck Expenses (for home-based businesses)
2011 Rental Property Organizer
2011 Farm Income/Expense Organizer
2011 Stock and other Asset Sales Organizer
If you do not have Acrobat, you can download it for free here: www.adobe.com/products/acrobat/readstep2.html