Client Center

Links

Salvation Army Donation Value Guide

Excel Spreadsheets

Non-cash donation spreadsheet
Personal budget spreadsheet
Home Inventory spreadsheet
Loan amortization schedule

 

Tax Worksheets

Engagement Letter
Checklist
New Client Organizer
Returning Client Organizer
Personal Information
Dependent / Estimated Tax
Questionnaire
Tax Credit Interview

Schedule C
Home Office / Auto
Schedule E
Healthcare

PDF Worksheets

Determine Head of Household
Determine Filing Status
Home Inventory Worksheet
2024 Tax Reference

Specific Tax Information

Backdoor ROTH
Retirement Plans (401K’s, IRA’s)
S-Corp
Trust Returns

Energy Credits
Health Savings Accounts HSA
Flexible Spending Accounts FSA
Child & Dependent Credit

State Tax Rate Schedule for Existing Clients

Medicare Premiums
Qualified Charitable Distributions (QCD)
Prop 19 and inheriting a home in California
Like Kind Exchange