General Expense List and Bring List: Download PDF
Please total your expenses or make a best estimate by category. Each category should include all sources of payment, cash check or charge.
Please bring anything you think might be work or tax related even if not on the list. If you are a new client, please bring your last filed return.
Itemized - Schedule A Expense List: Download PDF
Schedual A expenses include medical, dental, special tax expenses, interest expenses and specific losses due to theft.
Rental Property Expense List: Download PDF
Expenses related to the operation and ownership of your rental property.