Resources
Worksheets and checklists
Free forms to help you gather what your return needs. Download one, fill it in, and send it back with your documents.
How to use them
- Choose the one you need and press Download. Each one is an Excel file.
- Fill it in on your computer, or print it and write on it by hand.
- Send it back through the secure upload page, never by email. Please don't email Social Security or bank account numbers.
- Questions? Call 239-488-4555.
No Excel? The files also open in Apple Numbers, Google Sheets and the free LibreOffice.
Tax season: your 2026 return
Start with the checklist. Add a worksheet for each business or rental property.
2026 Individual Tax Checklist
Every document to gather for your 2026 return, with a box to tick for each one.
Download 2026 Individual Tax ChecklistExcel file
2026 Business Worksheet
Income, expenses, equipment, vehicles and a year-end balance sheet. One for each business.
Download 2026 Business WorksheetExcel file
2026 Rental Worksheet
Rents, expenses, improvements and loans. One for each rental property.
Download 2026 Rental WorksheetExcel file
Crypto and Digital Asset Worksheet
Each exchange and wallet you used, and any sales or trades not shown on a Form 1099.
New Client Information
New to the office? Tell us about you and your family, and see what to send to get started.
Download New Client InformationExcel file
Still finishing a 2025 return?
The 2025 versions, for 2025 returns still in progress.
2025 Individual Tax Checklist
The documents for a 2025 return (the one filed in 2026).
Download 2025 Individual Tax ChecklistExcel file
2025 Business Worksheet
A business's 2025 income, expenses and year-end balances.
Download 2025 Business WorksheetExcel file
2025 Rental Worksheet
A rental property's 2025 income and expenses.
Download 2025 Rental WorksheetExcel file
Life events and planning
Life Events Checklist
Married, retired, moved, a new baby or a death in the family: what changes and what to send.
Download Life Events ChecklistExcel file
Home Purchase and Sale Worksheet
For a home you bought or sold: the dates, the prices and the improvements over the years.
Year-End Tax Planning Checklist
Things to do before December 31 that can lower this year's tax.
Download Year-End Tax Planning ChecklistExcel file
Estate and Trust Checklist (Form 1041)
For a personal representative or trustee: what an estate or trust tax return needs.
Business owners
New Business Startup Checklist
The steps for starting a Florida business, in order.
Download New Business Startup ChecklistExcel file
S Corporation Owner Pay Worksheet
The record of how an S corporation owner's salary was set, with comparable pay.
2027 Florida Business Compliance Calendar
Every federal and Florida business deadline for 2027, on one page.
Download 2027 Florida Business Compliance CalendarExcel file
Logs to keep through the year
2026 Charitable Donations Log
Each gift of money or items, and whether you have the receipt.
Download 2026 Charitable Donations LogExcel file
2026 Vehicle Mileage Log
Each business trip: the date, where you went, why, and the miles.
Download 2026 Vehicle Mileage LogExcel file
IRS help
Insolvency Worksheet (Form 982)
Received a Form 1099-C for canceled debt? This shows whether you owed more than you owned, which can make it tax-free.
Download Insolvency Worksheet (Form 982)Excel file
Not sure which one you need?
Call and ask. Most people need only the individual tax checklist.