Documents & Forms
These worksheets are designed to help you gather your tax information. There may be items that are not included on these worksheets. Please bring all information with you to your interview. If your tax professional determines that there is missing information, you will be provided with a personalized list.
Arriving at your appointment on time and prepared will help our tax professionals to use the interview time wisely. We want to do more than just fill out your tax forms. We want to use our expert knowledge to educate you and plan with you to ensure that you are paying the least amount of taxes allowable by law.
Vehicle and Travel Deductions
It is required to keep a written or digital log of your business activities and expenses. No deduction will be allowed for business autos unless the taxpayer can prove the business/investment use with adequate records. The documentation must support the amount, time and place, business purpose, and business relationship to the taxpayer.
No matter what the occupation, if audited, the IRS conducts two tests to determine if your deduction is allowable. The first test is whether the expense is ordinary, meaning common and accepted in your line of work. The second test is whether the deduction is necessary, meaning helpful and appropriate to do your job. Facts and circumstances must be considered to determine whether an expense is ordinary and necessary.
Bookkeeping / Payroll Forms
Business may use these forms to gather necessary information to comply with various requirements.
Employers may use these forms to gather information needed on their business or employees.
- Employer Information Form
- I-9 Form
- Employee Information Form
- Employee Direct Deposit Authorization
- Form W-4 
- Form CA DE 4 [Revision 52]