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The following documents are made available to assist you in preparing for an appointment or organizing your financial information and numbers into a single document. Most are provided as PDF fill-in forms which can be completed on your computer, saved and e-mailed to us.
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Downloadable
Documents
New Client Pack
New Client Package.pdf
| 2.1 MB
Enclosed in this package you will find some worksheets, handouts, informational tools, and a map to our office which will assist you in being as prepared as possible when you come in to meet with your consultant.
About Tax-Masters Handout
About Tax-Masters, Inc..pdf
| 376.6 KB
Realtor Deduction Worksheet
Realtor Deductions.pdf
| 53.7 KB
Business Professional Deductions Worksheet
Business Professional Deductions.pdf
| 50.4 KB
Vehicle and Travel Worksheet
Vehicle and Travel Expenses.pdf
| 49.1 KB
Mileage Log
Mileage Log.pdf
| 1.9 KB
This easy to use mileage log will help you track your business mileage and will cut your tax prep time. This mileage log will also act as a day to day record of your business usage of your car just in case “you know who” comes knocking on your door. Please note all Tax-Masters clients who wish to take a deduction for their automobile will be required to produce a mileage log.
Office In Home Worksheet
Office In Home Worksheet.pdf
| 48.3 KB
Complete Realtor E-Organizer
Realtor E-Organizer.pdf
| 99.7 KB
Contains the Realtor Deduction Worksheet, Vehicle Worksheet and Office in Home Worksheet in a single, downloadable form.
Investment Property Income and Expense Worksheet
Investment Property Income and Expenses.pdf
| 48 KB
Extension Request
Extension Request.pdf
| 50.4 KB
Seminar Request
Seminar Request.pdf
| 53.5 KB
Medical Reimbursement Handout
Medical Reimbursement Plan.pdf
| 70.8 KB
401K Handout
Individual 401(k).pdf
| 55.5 KB
Estate Planning Handout
Estate Planning.pdf
| 60.6 KB
Entity Comparison Chart
Entity Comparison Chart.pdf
| 50.7 KB
Loan Letter Request
Loan Letter Request.pdf
| 31.9 KB
Employee v Contractor
Employee v Contractor.pdf
| 59.5 KB
The IRS is very strict as to whether or not persons you hire are considered employees or contractors. This document contains 20 questions that can help you determine if a worker is a contractor or an employee.
Personal Tax Organizer
Paper Tax Organizer.pdf
| 150.1 KB
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