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Tax Return Resources:

Engagement Letter for 2015 Taxes

Tax Organizer and Checklist for 2015 Taxes

Health Care Coverage for 2015

MK Tax Sheet

Day Care Tax Sheet

Self-Employed Tax Sheet

Rental Property Tax Sheet

Mileage Log

Phone Log

Expense Receipts

Business vs. Hobby

Interest Tracking Worksheet for Refinance

Taxpayer Guide to Identity Theft

Illegal Income Rules

IRS and State Tax Forms:

Form 1040 for 2015

Schedule C for 2015

Wisconsin Form 1 for 2015

Wisconsin Rent Certificate for 2015

Form W-4 for 2016

Form W-9

Church and Clergy Information:

Clergy Tax Sheet

Clergy Housing Expenses

Records Retention Guidelines for Churches


14262 Leybourne Way , Spring Hill, FL 34609-0433
Phone: 608-244-5100 or 352-610-9528