Forms and Worksheets

Over the years we've heard from many of our clients requesting all types of forms or asking us if we've had a certain worksheet or template to use. As a result, we've put together a list of these most-requested forms that you may download, save or print as often as you like. We use these ourselves and found them most helpful. We hope you will too.

Organizer for Filing Your Taxes

Despite some people's temptation to bring us every single receipt from the past year stuffed into a giant suitcase, there's a better way. Here's a helpful checklist of what we need to prepare your tax return. We can still handle the suitcase method for you, though. >>>Download Now

W-4 (Employee’s Withholding Allowance Worksheet)

If you're an employer, chances are, you have employees. If you've got a job, chances are, you're an employee. Either way, you won't get far without having the IRS' standard W-4 form so that Uncle Sam can take some money out of your paycheck just as soon as possible. The 2018 W-4 is here. If you need help calculating this, send us tax information. The new tax structure is a bit more complicated. As always, pay extra attention to wothholding when you have more than one job in the calculation. >>>Download Now

W-9 (Request for Taxpayer Identification Number)

When it comes to independent contractors, consultants, and other self-employed workers, whether you use one or you are one, the IRS wants your taxpayer identification information via the W-9 form. >>>Download Now

Florida New Hire Form

In 1996, Congress enacted a law called the "Personal Responsibility and Work Opportunity Reconciliation Act", or PRWORA, as part of Welfare Reform. This requires employers in all 50 states to report their hirings to a state directory. In the State of Florida, employers and/or labor organizations must report new employees, re-hires or recalled employees and temporary employees. >>>Download Now

Schedule C Client Worksheet

If you're a sole proprietor and need a quick worksheet to summarize your income and expenses then we've got just what you need. >>>Download Now

Schedule E Rental Worksheet

If you own any kind of rental property, then this worksheet will come in handy for you. Our worksheet lists all the common expenses associated with owning a rental along with mileage for multiple vehicles. It even includes room to list renovations and new equipment. >>>Download Now

Casualty Loss Worksheet

Many of you were involved in the disasters from hurricanes, fires, and floods. Here is a worksheet to help gather your tax information for casualties. >>>Download Now

Charitable Contributions Worksheet

Have you ever looked for a helpful guide that can give you an idea on how to value the donated goods you've given to charities over the course of a year? Well look no further. We've got your worksheet here. And who better to trust than the fine folks at Goodwill?
>>>Download Now

Records Retention Chart

Have you ever wondered how long to keep those old bank records, tax returns and other paperwork? Check out our helpful chart for answers to these important questions. >>>Download Now