Specialized Occupation Worksheets

Doug's worksheets enable professionals to maximize their deductions. Click the appropriate occupation below and print out a related worksheet.

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What makes for a great tax preparer?
  • Excellent knowledge of the law.
  • Excellent knowledge of the government forms.
  • Excellent knowledge of the tax software.
  • Excellent knowledge of how IRS and FTB work.
  • Excellent knowledge of the clients' personal and professional routine and history.
  • Ability to see relationships between each of these things that can be used to the client's advantage to legally minimize tax liability.
There are four different types of expenses a tax preparer must consider. Most only consider three. The best deductions come from business expenses. The second best deductions come from investment expenses (i.e. - rental property, pension contributions). The third best deductions come from deductible personal expenses (i.e. - medical, state and property taxes, mortgage interest, charitable contributions, employee business expenses... the government calls these itemized deductions). This is where most accountants stop.

But, the most underrated expenses are hidden in the client's personal and professional routine. Sadly, most accountants do not take the time anymore to find out about how the client spends his or her day, during and after work. Those like Doug who do, find ways of legitimately moving some of these expenses into one of the other three categories. Simply stated, if the client wants more deductions, it is the preparer's duty to get personal, get down to the nitty-gritty... to probe.

Because Doug works with your peers, asks a lot of questions, and understands your routine and professional language, he knows how often, in what quantity, and for how much your peers buy certain items, offering a perspective many preparers can't offer. This perspective often times helps clients recollect expenses they have often times forgotten, or didn't realize were deductible.

That process begins with clicking and filling in the worksheet that applies to you!