Documents & Forms
- Annual Tax Prep Checklist (PDF)
- Itemized Deduction (Schedule A) Checklist (PDF)
- Investment Income (Schedule B and D) Checklist (PDF)
- Business (Schedule C) Checklist (PDF)
- Rental Property (Schedule E) Checklist (PDF)
- Dependent & Children Checklist (PDF)
- IRS Proof for Child or Dependent Credit (PDF)
- IRS Proof for Head of Household (PDF)
- Paid Preparer’s Due Diligence Questionnaire (PDF)