Broker Check

Phone » 615.597.1559

Checklists

We understand that it can be difficult gathering all of your tax information.  For that reason, we have created detailed checklists for our clients that are available in pdf format below. 

Client Information Sheet – Use this sheet to update your personal information such as address, telephone number, email address, and dependent information.

2018 Common Credits & Deductions Worksheet - Use this checklist to help you organize your itemized deductions and other various credits for education expenses and childcare.

2018 Rental Schedule Worksheet– Use this checklist to organize your revenues and expenses for rental properties.

2018 Self Employment & Business Expense Worksheet – Use this checklist to organize your revenues, expenses, and equipment purchases from self-employment.

2018 Farmer's Worksheet – Use this checklist to organize your revenues, expenses, and equipment purchases from farming.

Record Retention Policy

Note: If you are not able to access the checklist, please stop by the office and we will print one for you, or send us an e-mail and we'd be happy to send one in pdf format.   You must have a pdf reader to view these documents. Download a free reader at www.adobe.com.