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Our Forms

You can download all the forms that you will need to bring with you to your appointment. You can download either of the forms in excel or pdf format. You can also download our Annual Tax Newsletter or view our January e-Newsletter for more information on preparing for your tax appointment with us.

The Income Tax Itemizer is a document to be filled out by clients before coming in for their appointment. This lists all of the information that we need to properly prepare their individual tax return, including address and contact information, income information, expense information, and deduction and credit information. Individual tax clients should complete this form in order for us to properly prepare their return in a timely manner.

The Income Tax Summary for Small Businesses is a document to be filled out by small business owners before coming in for their appointment. It lists various categories of business income and expenses and provides detail for various deductions that are available to small business owners. All small business owners should complete this form to the best of their ability before coming in for their appointment in order for us to properly prepare their return in a timely manner.

The Income Tax Summary for Mary Kay Business is a document to be filled out by Mary Kay professionals before coming in for their appointment. It lists various categories of business income and expenses and provides detail for various deductions that are available to Mary Kay professionals. All Mary Kay professionals should complete this form to the best of their ability before coming in for their appointment in order for us to properly prepare their return in a timely manner.

The Income Tax Summary for Silpada Business is a document to be filled out by Silpada Designs professionals before coming in for their appointment. It lists various categories of business income and expenses and provides detail for various deductions that are available to Silpada professionals. All Silpada professionals should complete this form to the best of their ability before coming in for their appointment in order for us to properly prepare their return in a timely manner.

The Charitable Contribution Valuation Guide is a detailed list of donated items and the values associated with each item. If you donate an item to a charity and if you are unsure of the value of the item, then look up the item on this list to determine its value. You can take a deduction for the value of the item on your tax return.

If you have any questions about these forms or need help filling them out, please contact us.

Click on Format to Download Your Form
Income Tax Itemizer      
Income Tax Summary for Small Businesses      
Income Tax Summary for Mary Kay Business      
Income Tax Summary for Silpada Business      
Charitable Contribution Valuation Guide