Tax Worksheets

Important Tax Preparation Deadlines for Our Firm:
March 25 All Individual information submitted for preparation
April 1 All returns will be back to you by for review
August 15 Extended returns must have all information to us by
August 30 Returns will be back to you by for review (individual and business)

Important due dates for government:
March 15 S-Corporation and Partnership Returns Due
April 15 Individual and C-Corporations Returns Due
Sept 15 Extended S-Corporation and Partnership Due
October 15 Extended Individual and C-Corporation Returns Due

Automobile Expenses
Document your mileage and auto expenses for comparison of actual versus standard mileage rates

Education Expenses
Provide details of expenses for education to determine which credit or deduction will benefit you the most

Estimated Payments Record
Record income tax payments made quarterly

Home Office Deductions
Detail the expenses for use of the home office to assure that you get the maximum deduction

IRA Contributions
Record contributions made to Traditional and/or Roth IRAs

Itemized Deductions
Record expenses allowable as itemized deductions on schedule A.

Items needed checklist
Review the list of common items needed for individual tax preparation

Realtor Deductions
Common deductions available for real estate agents as self employment expenses

Rental Property Worksheet
Record rental income and expenses by property for preparation of the schedule E.

Self Employed Income and Expenses
Document income and deductions available for Schedule C filers.

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