List of Downloadables


Have you ever had clients come in with a lot of documents, most having nothing to do with their tax preparation, and then leaving the important ones at home?


An organizer can help! With an organizer, taxpayers are able to gather all the documents and information needed which will result in them being less stressed as the process is smoother, and you having all the data you need to compete the return without the hassle.


Choose your downloadable today and make your next tax preparation that much easier.



Rental Property Owners Tax Organizer

Use this document to collect information on the financial transactions of your clients rental property for the tax year.

Cassells

Cassells

$2

Business Tax Intake Form

This form is an intake form that can be used to collect data on a business from a future client. By providing the client with this form, it will help them to gather the necessary documents for you to complete their tax return.

Cassells

Cassells

$2

Cosmetologists Intake Form

Cassells

Cassells

$1.50

Ministers & Clergy Intake and Checklist form

Cassells

Cassells

$1