Client 1040 Checklist

Ensure that you have collected all necessary and relevant documents for your tax return. Please fill out, sign and send us the checklist for our records. Your tax file will not be complete until you do so!

Education Expenses

If you, your spouse or your dependents are enrolled in higher education, please download and fill out the above template related to education expenses.

Foreign Information

If you think you may  be required to file Form FinCen 114, Form 8938, Form 8621, or have rental properties abroad, please download and fill out the above template related to foreign income.

Rental Property Revenue & Expenses

If you own a rental property - commercial or residential - please download and fill out the above template.

Auto Mileage Log

As a business owner, if you use your personal vehicle for business use or if you lease a vehicle under your business' name, please download and fill out the above template related to auto mileage and expenses.

Business Revenue & Expenses

If you are a business owner, please download the attached template and fill in your business revenue & expenses.