Tax Checklists
Click the links below, fill out, and submit with your tax documents.
- New Client Information
- Personal Tax Return Checklist
- Corporate Tax Checklist
- Business Profit/Loss Worksheet
- Rental Property Worksheet
- Non-Cash Contribution Instructions
- Donation Checklist
- Medical Expense Worksheet
- Military Deduction Worksheet
- Police/Fire Off Duty Officer Deduction Worksheet
- Real Estate Agents & Realtors Profit/Loss Worksheet
- Mileage Expense Worksheet
2024 Key Financial Data
Nearly all the key items that affect one's personal finances are contained in the card's easy to follow format, including:
- 2024 Tax Rate Schedule
- Standard Deductions & Child Tax Credit
- Tax Rate on Long-Term Capital Gains and Qualified Dividents
- Net Investment Income Brackets
- Exemption Amounts for Alternative Minimum Tax
- Gift and Estate Exclusion and Credits
- Education Credits, Deductions and Distributions
- Tax Deadlines
- Retirement Plan Contribution Limits
Download Your Free Copy Below.