Where do I even start?

Sitting there with a pile of receipts and tax forms, we know its difficult to even know where to even begin. Add in a career that is outside the typical 9-to-5 /W2 job, and it can get incredibly overwhelming.

We have put together useful PDF worksheets (broken out by career paths) to help you get your personal information, income information and deductions (digital and paper copies) organized before your tax preparation appointment.

**Client Information - Required for all clients**

Please complete the following forms with your information before arriving for your tax preparation appointment:

Personal Information Form (PDF)

Income Information Form (PDF)

Client Agreement (PDF)

Small Business / Schedule C

These forms apply to all freelance professionals (paid in cash or form 1099s)

Small Business and Schedule C Expenses / Home in Office (PDF)

Vehicle Information

Designer / Artist

These forms apply to professionals in Design and the Visual Arts

Small Business and Schedule C Expenses / Office in Home (PDF)

Designer / Artist Deductions (PDF)

Out of Town Expenses (PDF)

Vehicle Information (PDF)

Flight Attendant

Flight Attendant Expenses (PDF)

Flight Attendant Travel Schedule (PDF)

Instructor / Educator

These forms apply to Instructors/Educators in formal settings as well as Freelance Instructors/Educator (fitness, personal trainers, yoga, dance, etc.)

Small Business and Schedule C Expenses / Home in Office (PDF)

Instructor / Educator Expenses (PDF)

Performing Arts

These forms apply to professionals in the Performing Arts (performers, playwrights, directors, designers, stage managers, lighting/ hair/ makeup/ costume, etc.)

Small Business and Schedule C Expenses / Home in Office (PDF)

General Performing Arts Expenses (PDF)

Performing Arts Out of Town Expensesm (PDF)