Need help prepping for tax season?
Here are some documents to keep handy as you plan and prepare for tax prep.
2023 Tax Organizer
Preparation is the key to success. Check out our annual tax planner to help with ensuring you have all the documents you need and you’re ready to file your annual taxes.
Form 8879
To authorize e-signature when you submit your tax returns.
Form 2848
To provide power of attorney and declaration of representative.
Auto Expense Report
A template for quickly and easily building out expense reports.
Disclosure Consent
Consent to disclose tax return information with Huber Tax Prep.
Expense Report
If an auto-expense report isn’t your style, we offer a standard template, too.
Charitable Cash Donations
A spreadsheet to easily itemize charitable cash donations.
Charitable Non-Cash Donations
A spreadsheet to easily itemize charitable non-cash donations.
Medical Expenses Worksheet
A worksheet to easily add up and itemize all medical expenses.