Tax Organizer Forms and Worksheets:
New Clients: Fill out the New Client Form below plus any worksheets that apply to you.
Current Clients: Fill out the Recurring Client Form below plus any worksheets that apply to you.
(If you get paid by W2 but have expenses that are not reimbursed use the self employed form to list expenses)
FBAR form if you have over $10,000 in a foreign bank
The below worksheets are just for ideas (Do not send them in). Use the Self-Employed form (even if you get a W2 but just have unreimbursed expenses)