Better business through sharing and networking!

TAX PROS

We have compiled forms and worksheets on this page that we are happy to share with other tax professionals.  We hope you find them useful and we plan to add more in the future!

 

These forms are for use in your office only.  They are not to be reproduced for sale. 

 

Use of these forms does not replace your own skill or knowledge and will not prevent you or your clients from being audited or assessed penalties.

FREE TOOLS FOR TAX PROFESSIONALS

Disclosure Request Form             PDF              MS Word

Conflict of Interest for Couples     PDF              MS Word

1095 Waiver Form                        PDF              MS Word

Due Diligence Worksheets           PDF              MS Word

Home Office Worksheet               MS Excel

TY18 Quick Guide Reference      PDF

Summary of 2019 Tax Brackets   PDF

Summary of 2018 Tax Brackets   PDF