Planning Tools

To help you prepare for your appointment and to help you achieve the best results, we have developed a few organizers to help you plan.

Tax Organizers

To help you prepare for your appointment and to help you achieve the best results, we have developed a few organizers to help you plan.

Client Interview Checklist

Our client interview checklist will help you prepare for your first meeting with our tax preparer specialist. The printable pdf form helps us achieve the best possible results for you.

Click here to download the Client Interview Checklist

Client Contact Information

The TaxPlus+ Organizer for Client Contact Information will help you prepare for your tax preparation meeting.  The printable pdf form helps us achieve the best possible results for you.

Click here to download the TaxPlus+ Organizer for Client Contact Information

Self-Employed Income and Expenses Organizer

Our client interview checklist will help you prepare for your first meeting with our tax preparer specialist. The printable pdf form helps us achieve the best possible results for you.

Click here to download the TaxPlus+ Organizer for Self-Employed Income and Expenses

Income and Adjustments Organizer

Our client interview checklist will help you prepare for your first meeting with our tax preparer specialist. The printable pdf form helps us achieve the best possible results for you.

Click here to download the TaxPlus+ Organizer for Income and Adjustments

Industry Specific Expenses Organizer

Our client interview checklist will help you prepare for your first meeting with our tax preparer specialist. The printable pdf form helps us achieve the best possible results for you.

Click here to download the TaxPlus+ Organizer for Industry Specific Expenses

Itemized Deductions Organizer

Our client interview checklist will help you prepare for your first meeting with our tax preparer specialist. The printable pdf form helps us achieve the best possible results for you.

Click here to download the TaxPlus+ Organizer for Itemized Deductions

Rental Properties Organizer

Our client interview checklist will help you prepare for your first meeting with our tax preparer specialist. The printable pdf form helps us achieve the best possible results for you.

Click here to download the TaxPlus+ Organizer for Rental Properties

Tax Calculators

A list of calculators to help you with tax planning.

Children’s Education Savings

Use this calculator to evaluate and determine if you need to make changes to your college savings plan.

Launch Calculator

Social Security Calculator

Estimate your Social Security benefits using the Social Security Administration’s Quick Calculator.

Launch Calculator

Regular IRA vs. Roth IRA – Annual Contribution

Use this calculator to determine whether a regular IRA or a Roth IRA is right for you.

Launch Calculator

Buying vs. Leasing – Auto

Use this calculator to determine if you should lease or buy your next vehicle.

Launch Calculator

Mortgage Calculator

Use this calculator to view the total interest and total payment for a mortgage based on the loan amount, years of payments, and annual interest rate you enter. Use this calculator to calculate a loan amount based on your desired monthly payment or to calculate a monthly payment based on a loan amount. Should you buy points? Use this calculator to find out. Use this calculator to determine if you should refinance your mortgage and when you will break even.

Launch Calculator

Important Forms

Coming Soon!

IRS/State Refund Trackers

Just click below on Federal or State name to launch the refund tracker.