Tax Organizers
Downloadable Plain Paper Organizer (.PDF Adobe Acrobat Format)
Please note – current clients please e-mail us to request your own personalized paper organizer, please do not use this generic form!
Profession Specific Deduction Checklist
(to be used only by experienced tax preparers)
Computer and High-Tech Professionals
Download our expense checklist PDF
Download our expense checklist Excel Worksheet
Download our 12 month expense worksheet Excel Worksheet
Download our expense checklist PDF
Download our expense checklist Excel Worksheet
Download our 12 month expense worksheet Excel Worksheet
Executive and Business Professionals
Download our expense checklist PDF
Download our expense checklist Excel Worksheet
Download our 12 month expense worksheet Excel Worksheet
Download our expense checklist PDF
Download our expense checklist Excel Worksheet
Download our 12 month expense worksheet Excel Worksheet
Law Enforcement and Security Professionals
Download our expense checklist PDF
Download our expense checklist Excel Worksheet
Download our 12 month expense worksheet Excel Worksheet
Download our expense checklist PDF
Download our expense checklist Excel Worksheet
Download our 12 month expense worksheet Excel Worksheet
Download our expense checklist PDF
Download our expense checklist Excel Worksheet
Download our 12 month expense worksheet Excel Worksheet
Download our expense checklist PDF
Download our expense checklist Excel Worksheet
Download our 12 month expense worksheet Excel Worksheet
Real Estate Brokers and Professionals
Download our expense checklist PDF
Download our expense checklist Excel Worksheet
Download our 12 month expense worksheet Excel Worksheet
Teachers and Education Professionals
Download our expense checklist PDF
Download our expense checklist Excel Worksheet
Download our 12 month expense worksheet Excel Worksheet
Tradesmen (Plumbers, Carpenters, etc.)
Download our expense checklist PDF
Download our expense checklist Excel Worksheet
Download our 12 month expense worksheet Excel Worksheet
Other Tax Checklists
Rental Real Estate Deductions (Word Document)