Tax Organizers and Prep Tools

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 Owners
Includes 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 Ministers
Includes Ministry Business information, income, expense, vehicle, mileage, housing.

Required for all Foreign Missionaries looking for the exclusion
Includes Ministry Business information, income, expense, vehicle, mileage, housing, days in/out of country.

Required for rental properties
Includes Property information, income, expense, vehicle expense and mileage, assets purchased and / or sold.

Child and Dependent Care Expenses 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.

Information Regarding Qualified Expenses for K-12 Education in Minnesota

Education Expense Worksheet.

Post-Secondary (College) Education Expense Worksheet.

Money Management Guide aka Household Budget