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Leander, TX CPA Firm | Tax Worksheets Page | Larry J Phillips III, CPA
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Tax Worksheets

Call Us: (512) 337-6485
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Client Portal

You get a secure, password-protected portal to store and access your important financial documents from anywhere at any time.

Tax Worksheets

Our tax worksheets & client questionnaire will help you to gather and organize your specific tax information.

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Read our tax-related blog posts.

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Tax Worksheets

Tax Worksheets


Annual Engagement Letter (Required):
The Engagement Letter specifies the terms of our engagement to ensure a clear understanding of our mutual responsibilities. Click the link below to Docusign your Engagement Letter. 

  • 2020 Engagement Letter

Our questionnaires and worksheets are updated annually.  Please do not use older versions that you may have saved.

Annual Questionnaire (Required):

The Client Questionnaire assists you in gatheling the necessary documents, while providing us with a better understanding what has occurred throughout the tax year.

  • 2020 Current Client Questionnaire
  • 2020 First-Time Client Questionnaire

Client Worksheets:
Our worksheets help you organize your tax information in an easy-to-use format. Feel free to use any that apply to your situation.

  • Business Expense (P&L) Worksheet
  • Business Balance Sheet
  • Self-Employed Home Office Worksheet
  • Mileage Worksheet
  • Non-Cash Charitable Worksheet
  • Rental Property Worksheet
  • Employee Retention Credit Qualifier Worksheet

Helpful Infosheets

  • Signing Your 8879
  • How to Make Online Tax Payments to the IRS
  • How to Set Up an IRS Installment Agreement
  • How to File an Extension

Documents for Prior Tax Years

QuickBooks Certified ProAdvisor - QuickBooks Online Certification

Larry J Phillips III, CPA
Phone: (512) 337-6485
Larry@LarryPhillipsCPA.com
Larry J Phillips III, CPA 660 S Bagdad Rd, Suite 610 Leander, TX  78641
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