Tax Worksheets

 NEW FOR 2018 FILING YEAR!

President Trump recently signed the tax reform bill into law, and it makes major revisions to the U.S. tax code for both individuals and corporations. In fact, the bill represents the most significant tax changes in the United States in more than 30 years.

With that in mind, here’s a guide to all of the changes that will go into effect the new tax brackets, modified deductions and credits, corporate tax changes, and more. 

For more information regarding the 2018 tax tax provisions that could affect your return this year click here…….2018 Summary Review

 New Federal Tax Law May Affect Some Refunds Filed in Early 2016

More information regarding the affordable care acttax provisions can be found on the irs website at http://www.irs.gov/Affordable-Care-Act/Individuals-and-Families

The Internal Revenue Service has announced initial plans for processing tax returns involving the Earned Income Tax Credit and Additional Child Tax Credit during the opening weeks of the 2017 filing season. The IRS is sharing the information now to help the tax community prepare for the 2017 season, and plans are being made for a wider communication effort this summer and fall to alert taxpayers about the changes that will affect some early filers.

More information regarding the (PATH Act) provisions can be found on the irs website at https://www.irs.gov/for-tax-pros/new-federal-tax-law-may-affect-some-refunds-filed-in-early-2017

The links below will allow you to access worksheets that are useful in completing your tax return.

Please note that it is your responsibility to maintain, in your records, the documentation necessary to support the data used in preparing your tax return(s).

Useful Tax Worksheets:

Professional Specific Deduction Worksheets:

Other Tax Checklists:

Salvation Army Valuation Guide (for non-cash charitable donations)

Note: Please fill out with accurate figures for which you have calculated and have retained accurate documentation. Do not use “same as last year” as an amount. 

Office (561) 693-1014 • Cell (561) 951-6741 • Fax (866) 922-5858


Tax preparation service in West Palm Beach, Florida