The purpose of these forms and worksheets is so you can be as prepared as possible so the tax preparation process is quick and painless as possible.  We have created these worksheets, forms, and checklists to serve as guidance to possible deductions. There is no guarantee these expenses will be deductible but let me know how you spent your money and we’ll let you know if they are deductible. But don’t wait to have a conversion with us about possible deductions – here they are. Gather the facts and figures before your interview. You’ll be glad you did. Simply fill in the amounts or information or bring in the data. Save them to your computer for use next year.

Complementary Worksheets

Contact Us!


(916) 960-9800
(916) 415-8273

2 Locations to Serve You

508 Gibson Drive, Suite 240
Roseville, CA 95678

31495 County Road 31
Greeley, CO 80631

Hours of Operation

8:00 am - 5:00 pm
Monday - Friday

Let's Get Together!

9 + 3 =