Some states allow a tax deduction or tax credit for the tuition and fees you pay to have your child attend primary (K - 8) or secondary (9 - 12) school.  If you think this might apply to you, please print off and complete this form and fax it back to us.   K thru 12 Education Expense Worksheet

Various federal tax credits and deduction exist for the tuition and fees you pay to attend college (both graduate & post-graduate work).  If you think this might apply to you, your spouse or one of your dependants, please print off and complete this form and fax it back to us.   College Education Expenses Worksheet

If you are a pilot or flight attendant, print off and complete the Flight Crew Questionnaire and fax it back to us.  Flight Crew Questionnaire

If you sold any investments (stocks, bonds, mutual funds, etc) in 2006, print off and complete the Capital Gains and Losses worksheet and return it to us.  Capital Gains and Losses Worksheet


Did You Start a New Activity in 2006?

If you became self-employed during the year, summarize your business income and expenses on this form.  Did you use your car or a portion of your home for business?  If so, make sure to include that information as well.  Self Employment Income & Expenses

If you started a rental activity during the year, summarize your rental income and expenseson this form and return it to us along with a ncopy of the closing statement.  Rental Activity Worksheet


New For Tax Year 2006

Starting in 2006 you may qualify for a tax credit if you made your home more enegy efficient.  Let us know if you think this applies to you.  Explanation of the Residential Energy Tax Credits

In 2006 you are able to get a refund of the federal excise tax you paid on your long distance calls covering the period March 1, 2003 through July 31, 2006.  If you do not tell us otherwise, we will assume that you are electing the "safe-harbor" amounts on your 2006 taxes.  To understand how you may claim a refund for the actual amount of tax you paid, read the following: Explanation of the Telephone Excise Tax Credit

If you made enery saving improvements to your home in 2006 or you would like to use the actual method to claim a refund of the federal excise tax on your long distance bills, print off and complete the attached wroksheets and return them to our office.  Residential Energy & Telephone Excise Tax Wksts