TAX-MASTERS FORMS

SOME BROWSERS WILL OPEN THE PDF FILES AS A WINDOW, IF THIS HAPPENS SAVE THEM TO YOUR COMPUTER PRIOR TO WORKING ON THEM.   YOU MAY DOWNLOAD THE TAX FORMS BELOW:

Client Information Package (.pdf format) — these are our administrative forms which must be completed by all clients (existing and new).

Client Info Package

Real Estate Agent Deduction Worksheets —  use this sheet to list all of your business-related income and expenses.  Available in Excel and pdf formats.

RE Agent organizer pdf
RE Agent organizer xls

Business Professional Deduction Worksheets — if you run a business other than real estate, use these format to list all of your income and expenses. Available in Excel and pdf formats.

Business Pro Organizer PDF
Business pro organizer xls

Investment Property Worksheet — use this to list all of your rental  property income and expenses. Available in Excel and pdf format.

Investment Property pdf
investment property xls