Forms and Worksheets

Over the years we've heard from many of our clients requesting all types of forms or asking us if we've had a certain worksheet or template to use. As a result, we've put together a list of these most-requested forms that you may download, save or print as often as you like.
We use these ourselves and found them most helpful. We hope you will too.

Organizer for Filing Your Taxes

Despite some people's temptation to bring us every single receipt from the past year stuffed into a giant suitcase, there's a better way. Here's a helpful checklist of what we need to prepare your tax return.>>>Download Now

W-4 (Employee’s Withholding Allowance Worksheet)

If you're an employer, chances are, you have employees. If you've got a job, chances are, you're an employee. Either way, you won't get far without having the IRS' standard W-4 form so that Uncle Sam can take some money out of your paycheck just as soon as possible. >>>Download Now

W-9 (Request for Taxpayer Identification Number)

When it comes to independent contractors, consultants, and other self-employed workers, whether you use one or whether you are one, the IRS wants your taxpayer identification information via the W-9 form. >>>Download Now

Florida New Hire Form

In 1996, Congress enacted a law called the "Personal Responsibility and Work Opportunity Reconciliation Act", or PRWORA, as part of Welfare Reform. This requires employers in all 50 states to report their hirings to a state directory. In the State of Florida, employers and/or labor organizations must report new employees, re-hires or recalled employees and temporary employees. >>>Download Now

SS-4

If you're starting any kind of business, even for non-profits, trusts and estates, you must file for an Employer Identification Number (EIN) which is assigned to you by the IRS. That can be helpful as it is usually required before you can even open a bank account or get a business license. >>>Download Now

Schedule C Client Worksheet

If you're a sole proprietor and need a quick worksheet to summarize your income and expenses, then we've got just what you need.>>>Download Now

Schedule E Rental Worksheet

If you own any kind of rental property, then this worksheet will come in handy for you. Our worksheet lists all the common expenses associated with owning a rental along with mileage for multiple vehicles. It even includes room to list renovations and new equipment.>>>Download Now

Moving Expense Worksheet

While we cannot help you make the process of moving any easier, we can at least try to help you with tracking the expenses of it.>>>Download Now

Charitable Contributions Worksheet

Have you ever looked for a helpful guide that can give you an idea on how to value the donated goods you've given to charities over the course of a year? Well look no further. We've got your worksheet here. And who better to trust than the fine folks at Goodwill?
>>>Download Now

Records Retention Chart

Have you ever wondered how long to keep those old bank records? Have you ever wondered how long Twinkies will keep? Check out our helpful chart for answers to at least one of these important questions.>>>Download Now