Tax Resource Center

Tax Resource Center

Here are some links to other helpful resources for your use both during and outside of the tax season.

Here is a list of forms I offer for download:

  • Tax Documents - a list of tax documents to help you prepare for your appointment.
  • Taxpayer Questionnaire - a questionnaire for first-time clients to help provide information vital to the preparation of your tax return (great for changes to existing clients as well).
  • Self-Employed Questionnaire - a questionnaire for clients that own their own business.
  • Schedule D Import Worksheet - an Excel worksheet for entering stock transactions that can be imported directly into the Drake tax preparation software.
  • Coupon - a coupon for new clients to print for their first appointment or for existing clients to use to refer a friend.
  • Budget Assistance Profile - a planning profile that gathers information needed for your budgeting assistance appointment.