Where do I even start?
Sitting there with a pile of receipts and tax forms, we know its difficult to even know where to even begin. Add in a career that is outside the typical 9-to-5 /W2 job, and it can get incredibly overwhelming.
We have put together useful PDF worksheets (broken out by career paths) to help you get your personal information, income information and deductions (digital and paper copies) organized before your tax preparation appointment.
Client Information - Required for all clients
Please complete the following forms with your information before arriving for your tax preparation appointment:
Small Business / Schedule C
These forms apply to all freelance professionals (paid in cash or form 1099s)
Designer / Artist
These forms apply to professionals in Design and the Visual Arts
Flight Attendant
Instructor / Educator
These forms apply to Instructors/Educators in formal settings as well as Freelance Instructors/Educator (fitness, personal trainers, yoga, dance, etc.)
Performing Arts
These forms apply to professionals in the Performing Arts (performers, playwrights, directors, designers, stage managers, lighting/ hair/ makeup/ costume, etc.)
Real Estate
These forms apply to professionals in Real Estate, both sales and rentals
Consumer Bill of Rights
As a tax preparation client, you have rights.
Personal Information Security
Personal information security is a serious matter.