Worksheets

In an effort to support our clients and to streamline the process, Kenneth and his team have created several forms that you can download, print and fill in.  

Our hope is that this will help you to organize your items and also let you know what items might be useful and/or needed to get you the best possible outcome from 1) our meeting, and 2) the “bottom line” based on your return.

All Clients
(select all that apply)

Direct Deposit Of Tax Refund
Click to View / Download

Tax Preparation Worksheet
Click to View / Download