HFA Tax Worksheets

2011 Tax Welcome Letter  This letter summarizes the High Falls Advisors, LLC’s procedures for our 2011 tax preparation season.

Hours of operation, contact information and directions  This form tells you when we’ll be in the office, who to contact for a question or an appointment, and how to get to High Falls Advisors.

2011 Tax Return Preparation Engagement Letter  We will need a signed engagement letter prior to filing your income tax return.  Please include with your tax data.

Client Intake Data Sheet  Please include a completed data sheet with your tax documents. 

Checklist for 2011 tax preparation  Use this checklist to help you collect and/or summarize the data for 2011 tax preparation.  Although you may use this form to summarize the amounts provided on the tax reporting forms (i.e. 1099s, W-2s, etc), please include the official forms with your tax packet.

Charitable Giving Worksheet  If you itemize your deductions and give either cash or goods to charitable organizations, use this worksheet to summarize those gifts.

Medical Expense Worksheet  If you itemize your deductions and include medical and dental expenses as part of your itemized deductions, use this worksheet to summarize those expenses.

Schedule C: Self-Employed Business Expense Worksheet  If you own your own business and report your income and expenses on a Schedule C (sole proprietors, DBAs, or single member LLC), use this form to summarize the income and expenses from your business.  If you have a partnership or S-Corporation, you can also use this form as a way to capture the income and expenses from that business.  If you have more than one business, please use a separate worksheet for each business.

Schedule E: Rental Real Estate Income and Expense Worksheet  If you have rental property, use this form to summarize the income and expenses from your rental real estate activities.  If you have more than one property, please use a separate worksheet for each property.