Broker Check

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.

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2021 Common Credits & Deductions Worksheet

Use this checklist to help you organize your itemized deductions and other various credits for education expenses and childcare.

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2021 Rental Schedule Worksheet

Use this checklist to organize your revenues and expenses for rental properties.

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2021 Self Employment & Business Expense Worksheet

Use this checklist to organize your revenues, expenses, and equipment purchases from self-employment.

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2021 Farmer's Worksheet

Use this checklist to organize your revenues, expenses, and equipment purchases from farming.

Download

Record Retention Policy


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