BRISA Financial Services
Professional Accounting & Tax Services
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We designed the worksheet below based on our clients' requirements.  You may download and use it to summarize key information.  These are only a tool to help you think through and organize your information - they are not all-inclusive.  Feel free to modify and add supporting schedules as necessary.  Some sections allow break-out of information by spouse.  We will go through all of your particulars during the interview process.  Again, these are meant only as a guide to make your life easier - do not over-burden yourself with completing the worksheets.  Finally, keep in mind that not all information types will be applicable to your case. 

Client Information & Financial Data=> 
Notes:
Selected sections provide break-out columns by Husband and Wife.
Section (J) Business Travel, Meals & Entertainment Expenses - Amounts entered on Worksheet tab 'K'  will flow directly to this sheet.
Section (K) - Automobile Expenses - Mileage amounts entered on Worksheet tab 'J' will flow directly to this sheet. 







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client_information_worksheet-2010.xls
File Size: 88 kb
File Type: xls
Download File

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