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set up an appointment:

(407) 331-0678

Richard B. Crouse, MBA, CFP™, EA

Dependent Care Provider Details - e.g. Daycare owner details.

Miscellaneous deductions for W-2 employees.

If you make non-cash donations, you must value each item and keep a

record in order to receive the deduction.

Use this form to record medical expenses not covered by insurance.

This organizer is crucial if you rent out property.

Keep track of your stock earnings/losses.

To claim your business mileage driven, a log MUST be kept in order to

receive a deduction.

Please fill in this tax organizer and send in with your tax documents.

Use this checklist to see what all you can claim on your return.

Personal Forms