TAX-MASTERS FORMS
For the files below right click on the file and select “save link as” (windows) or “download linked file” (mac). The files are fillable, but be sure to use Adobe Reader to fill them out. Other pdf programs may not save your hard work properly.
Engagement Letter / Client Questionnaire— This is our engagement letter and questionnaire which must be completed by all clients (existing and new).
Real Estate Agent Deduction Worksheets — use this sheet to list all of your business-related income and expenses.
Business Professional Package — if you run a business other than real estate, use these format to list all of your income and expenses.
Personal Tax organizer — use these forms if you are not self employed.