Worksheets
New Client Form
(Individual)
New Client Form
(Business)
Access My
Smart Vault Account
Tax Documents Checklist
(Personal)
Personal Tax Deductions
Tax Credits Worksheet
Child Care/Tuition/Energy
Business Tax Documents Checklist
(S-Corps or LLC’s)
Vehicle & Home Expense Worksheet
Profit & Loss Statement
Retal Properties Worksheet
Estimated Tax Payments
Entertainment Worksheet