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. Real Estate Agent Deduction Worksheets — use this 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.