Download the 2016 tax preparation checklist to prepare for your appointment.

Rental Income? Download our income and loss from rental Organizer.

Self-Employed? Download our Schedule C Organizer.

If you will be claiming a deduction for the Business Use of your Home, download our Business Use of Home Organizer.

Claiming auto expenses? Download our Auto Expense Worksheet and Auto Expense Organizer.

Not sure about how your Health Insurance Coverage will affect your tax return? Download the Health Coverage Questionnaire. This organizer will help us prepare your return if you, your spouse, or anyone you are eligible to claim as a dependent went without health insurance coverage for any months in 2016, or if anyone received the advance Premium Tax Credit (typically in the form of lower premiums for plans purchased through the marketplace).

If you are a current client, we can generate a personalized organizer for you as well; just email us and we can send it electronically, by fax, or by hard copy.


Unsure what your donations are worth?  Use the Goodwill Donation Value Guide.