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Tax Preparation

Here are a few forms that will help you organize your tax information and ease income tax preparation

Tax Preparation Checklist

To help guide you in gathering your income tax information
2025_tax_return_prep_checklist_ltbs.pdf
File Size: 192 kb
File Type: pdf
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Some 2025 & 2026 Tax Changes
2025_2026_tax_changes.pdf
File Size: 260 kb
File Type: pdf
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Sched C Business Profit & Loss - Changes
schedule_c_2025_2026_changes_ltbs.pdf
File Size: 86 kb
File Type: pdf
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Sched E Supplemental income - Changes
schedule_e_2025_2026_changes_ltbs.pdf
File Size: 50 kb
File Type: pdf
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Client Tax Questionnaire

Complete this questionnaire for your tax preparer.  ​
2025_client_tax_questionnaire_ltbs.pdf
File Size: 326 kb
File Type: pdf
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Fillable Worksheets
Use these worksheets to guide you through documenting your business, rental are trust income and expenses.
Sched C Business Profit & Loss - Worksheet
sched-c-worksheet_-_w-1099__-ltbs.pdf
File Size: 913 kb
File Type: pdf
Download File

Sched E Supplemental income - Worksheet
sched_e_worksheet_-_ltbs_fillable.pdf
File Size: 750 kb
File Type: pdf
Download File

​Form 1041 Trust - Worksheet
trust_worksheet_-_ltbs_-_fillable.pdf
File Size: 171 kb
File Type: pdf
Download File

Small Business Tax Preparation Checklist

To guide you in gathering your income tax information from your business
small_business_checklist_-_ltbs.pdf
File Size: 25 kb
File Type: pdf
Download File

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