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.
Tastefully Simple Questionnaire - a questionnaire tailored for clients that run their own Tastefully Simple 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.
Consent to Use of Tax Return Information - must be completed if you wish to be reviewed for eligibility of bank products during tax preparation.
Consent to Disclosure of Tax Return Information - must be completed if you are eligible for bank products and wish to apply.
Terms of Engagement - all clients and potential clients should review these terms of engaging in services with April's Tax Service, Inc., sign, and turn it in before preparation each year.