FEDERAL DOCUMENTS


1040EZ, 1040

1040ES

E-file Refund Chart

MINNESOTA DOCUMENTS


General Documents

MN CRP Form with Instructions

BASIC ORGANIZER


Includes a list of information you need to bring to your tax appointment. You need to fill out all the pertinent information before your tax appointment.
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EDUCATION


Fill out if you or your children have any higher education expenses. Also complete information for children with K-12 expenses.
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STOCKS / RETIREMENT ACCOUNTS


If you sold stock/mutual fund/property or have retirements accounts (or made contributions to retirement accounts) fill out this worksheet.
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SELF-EMPLOYED


If you are self-employed use this worksheet to fill your income and expenses for the year. Use one worksheet for each business.
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RENTAL


If you own rental property use this worksheet to fill your income and expenses for the year. Use one worksheet for each property.
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Minnesota Property Tax Refund


Information needed for the Minnesota Property Tax Refund
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1099/CRP Information


Information on our services to create 1099 and CRPs for our clients.
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DAY CARE PROVIDERS INCOME & EXPENSES


Information on day care providers income and expense sheet.
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2016 HEALTH CARE INFORMATION


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Phone: 651-298-1188 | Fax: 651-228-1952 | 624 Grand Avenue Saint Paul, MN 55105
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