Military Tax Experts

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Worksheets

Military Tax Experts Resources

Worksheets & Preparation Tools

Our worksheets are designed to help service members, veterans, reservists, and military families get organized before tax season. Use these resources to gather the right information, save time, and make the process smoother from the start.

Military Tax Experts – New Client Worksheet book coverA square 1:1 book cover for the New Client Worksheet PDF, using the Military Tax Experts brand palette.MILITARY TAX EXPERTSTAX PROFESSIONALS FOR THOSE WHO SERVENEW CLIENTWORKSHEETBasic Information to Help You Get Started01CONTACT INFORMATIONFull name · Spouse · Phone · Email · Preferred contact02MILITARY INFORMATIONBranch · Status · Duty station · Legal residence03FILING INFORMATIONFiling status · Joint filing · Dependents · State info04INCOME OVERVIEWW-2 · 1099 · Self-employment05NOTESAdditional tax situation detailshttp://www.militarytaxexperts.comFor preparation purposes only · Confidential

New Client Worksheet

A simple intake worksheet to help new clients gather the basic details needed to get started.

 

What it helps with:

  • contact information
  • filing basics
  • household details
  • service status
  • starting the quote/process faster
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Military Tax Experts – Tax Preparation Checklist book coverA square 1:1 book cover for the Tax Preparation Checklist PDF, using the Military Tax Experts brand palette.MILITARY TAX EXPERTSTAX PROFESSIONALS FOR THOSE WHO SERVETAX PREPARATIONCHECKLISTHelpful Items to Review Before You Get Started01 — PERSONAL INFORMATIONID · Social Security · Address · Contact details02 — PRIOR TAX INFORMATIONPrior return · Tax notices · Estimated payments03 — INCOME DOCUMENTSW-2 · 1099 · Retirement · Investment · Business04 — HOUSEHOLDDependents · Education · Health05 — MILITARYBranch · Station · Residence06 — RECORDSBusiness · Rental · Deductions07 — FINAL REVIEWAll documents gathered?http://www.militarytaxexperts.comGeneral preparation tool · May not cover all situations

Tax Preparation Checklist

A clear checklist of common documents and details to review before your tax appointment or quote request.

 

What it helps with:

  • W-2s and income forms
  • spouse income details
  • dependent information
  • prior year return
  • additional supporting documents
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Military Tax Experts – Document Organizer book coverA square 1:1 book cover for the Document Organizer PDF, using the Military Tax Experts brand palette.MILITARY TAX EXPERTSTAX PROFESSIONALS FOR THOSE WHO SERVEDOCUMENTORGANIZERKeep Your Tax Information in One Place01 — INCOME DOCUMENTSDOCUMENT TYPERECEIVED?DATENOTESW-21099Retirement Income Form02 — HOUSEHOLD & PERSONAL RECORDSITEMREADY?NOTESIdentificationSocial Security detailsDependent information03 — MILITARY-RELATED INFORMATIONITEMREADY?NOTESBranch / service detailsState of legal residenceDuty station / location04 — MISSING ITEMSItem still neededWho is providing it?Follow-up date05 — FINAL NOTEShttp://www.militarytaxexperts.comStay organized · Make the process easier from the start

Document Organizer

A clean worksheet for organizing tax-related records, forms, and notes in one place before filing.

 

What it helps with:

  • document tracking
  • income sources
  • deductions/notes
  • missing items
  • staying organized
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Why They Matter

Built to Make Tax Season Easier

Our worksheets are designed to save time, reduce confusion, and help military households feel more prepared before starting the tax process.

Get Organized Faster
Reduce Back-and-Forth
Prepare With Confidence
Built for Military Life

Get the Military Tax Support You Deserve

Let us handle your taxes with precision, care, and expertise built specifically for military life.

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