Farm Worksheet (Schedule F): You must also provide supporting documents, invoices for major purchases and trades and all 1099s received.

Farm Rental Worksheet (Form 4835): You must also provide supporting documents, invoices for major purchases and trades and all 1099s received.

Small Business Worksheet (Schedule C): You must also provide supporting documents, invoices for major purchases and trades and all 1099s received.

Individual Tax Worksheet (ALL Clients): Do not forget to report your 529, HSA, retirement, and charitable contributions; or your healthcare, medical or long term care premiums. This worksheet is required of ALL clients.

Rental Worksheet (Schedule E): You must also provide supporting documents, invoices for major purchases and trades and all 1099s received.

1099 Interest/Dividend Worksheet: If we prepare your annual 1099s we need this worksheet. We also request that you update it each year and do not reuse it.

W2 Payroll Worksheet: If we prepare your W2s and annual payroll reports, we need this worksheet.

Dependent Verification Form: If you receive tax credits for claiming dependents, earned income credit, or education credits, we will ask you to verify your dependents and those credits.

Mileage Log: You must turn in a mileage log if you are claiming mileage on a business vehicle. We recommend you use an app on your phone, but if not, then a written log is required.

Release of Information Form: We absolutely cannot give any information out about your account without your permission. Please fill out and return this form is you want us to share anything with a third party.

Appointment Document Checklist: If you do not know what to bring to your appointment, this master list is a giant help. Check off the items as you go. We do not work on a return or finish an appointment if you are missing information.