If you are a continuing client with Don, you are most likely familiar with the process of downloading our Excel workbook, saving it to your hard drive, and uploading to your SmartVault account or emailing it to our office before your appointment.  You know what to do! 

It’s only slightly different this year to download the appropriate file for your tax appointment.  Please click on the link below to take you to Public Folder in our SmartVault System.  You will need your email and SmartVault Password!.  Then by clicking on  appropriate year and appropriate tax situation file (Single/Married/Business), click the blue download button to save on to your harddrive. 


Calendar Tax Year Workbooks for 2015 through 2020

 

If you would rather us email our workbook to you, please make that request to Contact@drtaxguy.com

 

Further download Instructions - Just remember which folder you saved your download in so you can call it up once you open your Excel or Excel-compatible Spreadsheet Program (OpenOffice, GoogleSheets...) from your computer.  If you get a message that the file has links to be updated, you should not update.  We suggest that you save your copy of our file  with your name immediately in front of the file name... ie for me it would be:

“2020_Tax Worksheet_MFJ_V1_Web.xlsm” becomes

 “Don Robinson Hollingsworth 2020 Tax Worksheet”

 

Click here to find out more about Secure File Sharing using a DropBox like Feature, SMARTVAULT, to securely share information with us rather than using email

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When your Worksheet is completed, please  UPLOAD to your SmartVault account or EMAIL the Excel file to us by attaching the SAVED file to your email.   Please send your email to
:
Contact@DrTaxGuy.com

If you DO NOT get an email confirming our receipt  of your Tax Spreadsheet, please call our office to confirm receipt!

NOTE:  By placing an X to the left of the occupation that corresponds to the occupation for which you have the most expenses you populate your Worksheet expense page.   So if you are a Waiter/Actor,  you would choose Actor and NOT put an X to the left of both occupations.

For more instructions click here:

Please email Contact@DrTaxGuy.com for Pre-2015 year Workbooks

 

If you are a New Client please click below:

NEW CLIENTS CLICK HERE

 

NOTE: We strive to have all returns completed approximately 2 weeks after your appointment.  Please understand that if you are missing information at the time of your appointment with Don that it may require additional time to process your return.  In this circumstance, Don must fit additional time into his booked schedule to create another estimate of your return that was already done during your appointment to compare against the final approved return.  The more missing information at your appointment, the longer is the possibility of delay of pickup to create such an estimate.  We ask that you be patient with the completion of your return in these instances that are beyond our control.

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www.DrTaxGuy.com

Workbooks to Download

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