10800 Lyndale Avenue South
Our Tax Organizers are designed to help you maximize your deduction and minimize your problems in preparing and filing your tax return. The organizers are comprised of several parts, each developed to assist clients in collecting relevant tax information needed to properly prepare your tax return.
Click download to gain access to the varying forms as needed. Some forms are in Excel format and others in PDF format. If you cannot access a certain file format and need to request a different format, send an email to email@example.com
Once you have completed all of your relevant documents you can submit them by clicking here or you can email them to the email address listed above.
Information to assist you in preparing your tax package.
If you are an existing tax client, use this engagement letter.
Required for all ReturnsIncludes Instructions, taxpayer information, filing and payment choices and pricing.
If you are a new client for the 2022 tax season, use this engagement letter.
Required for all Returns (if applicable or for clients not using another organized method.)Includes Medical / Dental expenses, Taxes You Paid (i.e. sales tax, state tax, property tax, vehicle tabs), Interest You Paid (i.e. mortgage interest, property investment interest), and Charitable Contributions.
Required for all Self-Employed Business OwnersIncludes Business information, income, expense, vehicle expense and mileage, inventory, assets purchased / sold, use of office in home, etc.
Required for all W-2 and 1099 MinistersIncludes Ministry Business information, income, expense, vehicle, mileage, housing.
Required for all Foreign Missionaries looking for the exclusionIncludes Ministry Business information, income, expense, vehicle, mileage, housing, days in/out of country.
Child and Dependent Care Expenses Worksheet.
Information Regarding Non-Qualified Expenses for K-12 Education in Minnesota
Education Expense Worksheet.
Post-Secondary (College) Education Expense Worksheet.
Worksheet to Breakdown Medical Expenses by Category.Medial, Dental, Chiro, Therapy, Etc.
Worksheet to Breakdown Medical Premiums by Category.Health, Dental, Supplements, Part D, LTC, Etc.
Mileage Expenses Worksheet.
Money Management Guide aka Household Budget