Tax Forms & Worksheets

Use the categorized forms below to prepare for your appointment. All forms open as PDF downloads unless otherwise noted.

Individual Forms

• 2024 Tax Organizer – Compile personal income and deduction info for the year.

• New Client Questionnaire – For new clients to provide basic info.

Tax Filing Document Checklists

Use the checklists below to ensure you’ve gathered all necessary documents for your tax filing. Select the one that matches your filing entity:

• 1040 – Individual Taxpayer Checklist

• 1120 – C-Corporation Checklist

• 1120S – S-Corporation Checklist

• 1065 – Partnership Checklist

• 1041 – Estate & Trust Checklist

• 990 – Nonprofit Organization Checklist

Schedule C (Self-Employed Business Income)

• Schedule C Worksheet – Organize income and expenses for sole proprietors.

• Vehicle & Mileage Log – Record mileage and business travel details.

• Business Use of Home Worksheet – Calculate home office deductions.

• Depreciation Worksheet – List depreciable assets used in business.

Schedule E (Rental Property Income)

• Rental Property Worksheet – Report income and expenses for rentals.

• Depreciation Worksheet  – Track rental property depreciation.

Business Entity Forms

• Privacy Statement – View how your personal data is protected.

• Valuation Guide for Goodwill Donations – Estimate fair market values for donated items.

• EIN Application Instructions – Apply online for an Employer Identification Number (EIN).

• MN Business Registration Guide – Register a new business with the MN Secretary of State.