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Archive for 'New Useful Tools'

Office in Home Worksheet

January 14, 2009

Use this worksheet to provide home office expenses:
office-in-home-worksheet.pdf

New Useful Tools - Comments closed

Form W-9

This form is used to obtain personal information and taxpayer ID from people you do business with:

New Useful Tools - Comments closed

Disclosure Authorization Form-Tax Information Release to 3rd parties

October 24, 2008

Per IRS rules, any disclosure of your tax information to a 3rd party needs to be authorized by you in writing.  In order to provide this service to you as quickly as possible I am providing a disclosure authorization form on the web-site for your use.  You will need to completely fill in the form, [...]

New Useful Tools, tax tips (fed) - Comments closed

Vehicle Worksheet

August 21, 2008

The vehcile worksheet must be filled out for each vehicle used for business.  For your 2008 tax return we need the total business miles driven from January through June 30, and the total business miles driven July 1 through December 31.
Please complete a separate form for each vehicle used for business:
vehicle-worksheet.pdf

New Useful Tools - Comments closed



Leonard D. Rea, EA, CFP® (Enrolled Agent, Certified Financial Planner™)
and his team, serving individuals and businesses in the Massachusetts area since 1986.

Leonard Rea, Sturbridge Taxman

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