MARTY WAPNER’S FORMS

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A word about my Forms and Worksheets…

1. Client Information Package (.pdf format) — these are our administrative forms which must be completed by all clients (existing and new).  Forms in the package include:

a. Client Information Sheet (1 page)

b. Engagement Letter (3 pages)

c. Client Questionnaire (2 pages)

d. Health Care Coverage Certification (1 page)

2. Itemized Deduction and Credits Worksheet — use this to show items normally deducted on   Schedule A and Tax Credit Forms.  Available in Excel  and .pdf formats.

3. Non-Cash Contribution Worksheet — use this to show contributions of clothes and household goods.  Available in Excel and pdf formats.

4. Realtor Deduction Worksheets — Realtors use these sheet to list all of your business-related income and expenses.  Available in Excel and pdf formats.

5. 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.

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