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Income Tax Worksheets

Download, print, and fill out our income tax forms to help organize your year-end income and expenses. 

Client info/address update form

Use this form if you are needing to update your information with us.

New Client form

Use this form if you are a new client to our firm.

Tax Return Consent to Release

In order to release your tax return to a 3rd party (i.e. bank, financial advisor, loan officer, etc.) we require your signature to authorize consent. 

Individual Income Tax Worksheet

Use this form to help itemize your deductions and organize your income.

Individual/Business Forms

Business/Self-Employed (Sch C)

Use this form for your small business or if you are self-employed

Oil Income & Expenses

Use this form to summarize your Oil income and expenses.

Rent/Royalty (Sch E)

Use this form to summarize your Rental/Royalty income and expenses.

1099 Worksheet

Use this form in preparation for sending out form(s) 1099 MISC and 1099 NEC, etc.

Farm (Sch F) Short Form

Use this form for your farming income/expenses. 

Farming Forms

Farm (Sch F) Long Form

Use this form for your farming income/expenses. 

Farm Book/Ledger Excel

Use this excel spreadsheet for your farming income/expenses. 

Farm Book/Ledger Form

Use this form for your full-time farming operation

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