Get Organized



PERSONAL DATA – (REQUIRED)

INCOME TAX DOCUMENTS Click here to Download a Detailed worksheet of tax documents and writeoffs. You do not have to fill it out, but it is a thorough detail of the types of information you should bring in various situations.


Fill out the document linked below and bring it in to our offices:
Required Personal Information (Excel format)


If you are a new client you must bring us your prior year’s tax return. (We have returning returns on file)


Deliver your tax information to us at least 5 days prior to Appointment



SELF EMPLOYED AND INDEPENDENT CONTRACTORS

Click here for Business Expenses and Income Organizer:
Self-Employed & Independent Contractor Worksheet (Excel format)



RENTAL REAL ESTATE

Click here for Rental Property Expenses and Income Organizer:
Rental Property Organizer (Excel format)



ITEMIZED DEDUCTIONS – Schedule A

See Itemized Deductions Spreadsheet:
Deductions Schedule A Organizer (Excel format)




UNREIMBURSED EMPLOYEE EXPENSES

Open Unreimbursed Employee Expenses Spreadsheet
Unreimbursed Employee Expenses Spreadsheet (Excel format)



CLIENT SERVICE AGREEMENT

To fully activate the power of the Ninja, you must first give your official consent. Send in one of the two versions below.
Client Service Agreement (Word format)


   Since 2004