TAX WORKSHEETS
If any of the situations below apply to you, download the matching organizer, print it, fill it in, and include it with your tax documents when you drop them off or mail them to our office. Each organizer lists the income and expense items we need so your return can be prepared without follow-up calls.
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Not sure which one you need? Skip the worksheets and just send us what you have. Call (717) 505-0677 with questions.
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DOWNLOAD ORGANIZERS
Client Intake Form (everyone starts here)
Tax Season Instructions - how to send us your documents
Schedule A - Itemized Deductions Organizer
Schedule C - Self-Employed Business Organizer
