Pre-Appointment Checklist

Please fill out the form that corresponds to your profession and bring it with you to your appointment.  The checklist will assist us in preparing your taxes.  (Some items on list may not be deductible per IRS code and we will not include such items on your return.)

Long Haul Trucker/Overnight Driver


Rental Real Estate

Real Estate Broker

Plumbers, Carpenters and other Tradesman

Outside Salespeople


Medical Professional

Law Enforcement

Day Care Provider

Executives and Business Professionals