Susan G. Baer

Bring to Your Appointment

Below are worksheets for you to complete and bring to your tax appointment. The .xls version can be downloaded and completed in a spreadsheet application. The .pdf version or the Google Docs versions can be printed and filled out manually. Please also be sure to review our policies before your appointment.

Personal Returns

• Download .xls
• Download .pdf
• View on Google Docs

Business and Rental Income Returns

• Download .xls
• Download .pdf
• View on Google Docs