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Tax Summary Worksheets

Use the links below to download spreadsheets to help organize year end tax information.

• Charitable Contributions Worksheet
• Education Expense Worksheet
• Estimated Tax Payments Worksheet
• Home Office Utilities Worksheet
• Home Office Worksheet
• Medical Expense Worksheet
• Register of Income and Expenses
• Rental Property Worksheet
• Schedule C Worksheet
• Vehicle Mileage Worksheet

Contact Us

Please contact our office if you have any questions or would like additional information on other tax planning strategies.

E-mail us at karenv@karenlvidtcpa.com to request our newsletter.