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Checklists

THESE ARE ALL NEW CHECKLISTS

REMEMBER THERE IS A $50 PRICE INCREASE THIS YEAR

All pricing has increased - prices are here

I work hard to get the best legal refund for you that I possibly can. It is very important to do the checklist to save time. I give discounts to everyone.

Your appropriate discount applies only if you have filled in all your information on the checklist.

Use these checklists to get your receipts ready for your tax return.
The lists include items that are tax deductible.  

2024 Tax Questions and Checklists

All checklists are now fillable online and current.

1. 2024 E-File Questionnaire - fill out every year

THIS FORM IS REQUIRED EVERY YEAR - NO EXCEPTIONS

2. Schedule A 2024 Checklist - Covers most jobs with a W2 issued
3. Schedule C 2024 Checklist for self-employed businesses receiving cash or a Form 1099
4. Schedule E 2024 Checklist for rental property income and expenses - 1 per address
5. Schedule F 2024 Checklist for Farm income and expenses
6. Corporation or Partnership 2024 Questionnaire - This is a checklist for corporations.
7. Fire and Paramedic Checklist 2024 - only if side job is related to firefighting
8. Law Enforcement Checklist 2024 - only if you did side job security and received cash or 1099
9. Real Estate Checklist 2024 - FOR REALTORS ONLY if on commission and receive a 1099
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