Resources

Useful Forms and Guides

Simplify the organization of your records by using the resources below. It will be easier!

Tax Organizers 

These are forms you can print out, fill in, and bring with you to your tax appointment.

Tax Planner 1040/Schedule A/B - General information for income & deductions.

Schedule C - Sole Proprietor Business Information

Schedule E- Rent & Royalty Income

Schedule F - Farm Income

Business Use of Home

Records To Keep

How much paper do you need to keep? These guides and links will help you decide! Just remember - in order to protect yourself from identity theft, shred any paperwork that has account numbers, etc.

Guide for Record Retention

IRS Links:

Record Keeping for Individuals

  Record Keeping for Business