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VM Tax & Financial Services LLC

  • Home
  • About Us
  • Services
  • Contact Us
  • Appointments
  • Secure Client Portal
  • Make a Payment
    • VM Tax Preparation Payment
    • IRS payment
    • Maryland State Tax Payment
  • Testimonials
  • Resources
    • Financial Calculators
    • Record Retention Guide
    • IRS Publications
    • IRS Forms
    • Tax Appointment Checklist
    • Tax Rates
    • Tax Due Dates
    • Taxpayer Rights
    • Tax Glossary
    • Subscribe to Tax Calendar
    • IRS Withholding Calculator
    • Where is My Refund?
  • Client Forms
    • Client Intake (Individual)
    • Client Intake (Business)
    • Due Diligence
    • Itemized Deductions Worksheet
    • Business Profit and Loss Worksheet
    • Client Checklist
  • Newsletters
    • Tax Tips
    • Tax Videos
    • Article Library
    • Client Updates
    • Monthly Newsletter
      • Latest Edition
      • Newsletter Archives
      • Subscribe
  • FAQ/Info

Client Forms

All Clients

  • Client Intake
  • Refund Type Selection
  • Child Dependent Care
  • Schedule A Deductions
  • Client Checklist 

Client Due Diligence

  • Due Diligence Questions
  • Non standard dependent questionnaire
  • Head of household due diligence.

Schedule C Clients

  • Schedule C Income Expense Form
  • Schedule C Due Diligence

School Credit

  • AOTC Student Acknowledgment form

 

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