Here are some printable forms to assist you with preparing your data to pass on to us. Click on to view and print.
Personal
- Drop Off Returns Form NEW FOR 2024
- Personal Deductions Work Sheet
Health Care
- MA Health Care Coverage 1099-HC Form
This form needs to be filled out before you bring it in or get a copy from your employer
Business
- Business Work Sheet
(use Business Work Sheet along with specific worksheets listed below) - Office (commercial) Expense Sheet
- Office (in-home) Expense Sheet
- Travel Expense Sheet
- Taxes Expense Sheet
- Vehicle Expense Sheet
- Rental Properties Work Sheet
- Rental Repairs Sheet
- Day Care Work Sheet
Links
Each year Congress makes changes to the tax laws and Carolyn stays current on all of these tax laws.
The reference links below will provide further information:
- Internal Revenue Services: www.irs.gov
- Massachusetts: www.mass.gov
- Vermont: www.vermont.gov
- New York:?? www.ny.gov