Donovan & Limroth, CPA's, PA
 

Getting Organized

Gathering all the information necessary to prepare your tax returns can be a daunting task. We have made it easier to help you get organized for your tax preparation. An organizer based on your previous year's return will help you to make sure you are not leaving anything out and allows you to update contact information.  Please call us at 727.393.6709 to request yours today or simply click here Martha@dlcpas.com .

 

Are you new to the Donovan & Limroth Family of valued clients? The following is a list of worksheets that will help you make the transition and prepare for your appointment.  Please print and fill out any of the following worksheets that apply to your situation. Make sure you bring the completed information and a copy of your prior year's tax return to your appointment.

 

Tax Questionnaire 2008

This questionnaire is a checklist to assist you in gathering the information that is needed for us to prepare your taxes in a timely manner. 

Deductions & Credits

This sheet is to help you organize all of your itemized deductions, and credits for childcare or education expenses.  For help with values for household items please go to: http://www.salvationarmysouth.org/valueguide.htm

 Rental Property Worksheet

This worksheet will help you organize all of your expenses, and revenues pertaining to your rental properties.

Self-Employed Business Worksheet

This sheet is for organizing your revenues, expenses, and purchases for self-employment.  (For business use of your home, the home office must be 100% business use, please contact us if you have questions).