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2018 Tax Forms

Links to checklists and worksheets that we have designed to help you gather and submit all of your 2018 income tax information in a timely and efficient manner. Please print and use any of the forms that you will need.

2018 Cover Letter

2018 Engagement Letter

2018 Privacy Policy

2018 Questionnaire

2018 Personal Information

2018 Automobile Worksheet

2018 Home Office Worksheet

2018 Rental Property Worksheet

2018 Self-employment Income Worksheet

2018 Itemized Deduction Worksheet 1

2018 Itemized Deduction Worksheet 2

Reminder: We can not release your completed tax return prior to receipt of your signed Client Engagement Letter.