Client Resources – Nelson Tax and Accounting

Skip to content

Who We Are
- Careers
- Our Team
What We Do
Client Resources
Let’s Talk

Who We Are
- Careers
- Our Team
What We Do
Client Resources
Let’s Talk

Who We Are
- Careers
- Our Team
What We Do
Client Resources
Let’s Talk

Who We Are
- Careers
- Our Team
What We Do
Client Resources
Let’s Talk

Terms and Conditions

Terms and Conditions Tax Prep

Individuals

2023 Organizer

2023 Mandatory Questionnaire

2023 Engagement Letter (contact us)

• We must have this on file before we begin working on your return.

2023 Bank Information Form

• This must be completed each year.

1040 Questionnaire for Potential Clients

• This will help us know if Nelson Tax & Accounting is a good fit for you. Complete & return to our office.

2023 Taxpayer Information Sheet

• Please fill out completely.

Other Resources for Individuals

Charitable Contributions Fact Sheet

Cryptocurrency Fact Sheet

Gig Economy Fact Sheet

How to pay Minnesota taxes online

How to pay federal taxes online

Itemized Deductions Fact Sheet

MN K-12 Education Expenses Home School Supplement

MN K-12 Education Expenses Fact Sheet

Valuation for Items Donated to Local Charities (as of 2010)

Nanny Tax Fact Sheet

RMDs and QCDs Fact Sheet

Vacation Homes Fact Sheet

Supplemental Worksheets for Small Business Offices

Home Office Deductions

Small Business Questionnaire

Home Office Worksheet

Self-Employed Worksheet

Vehicle Expense Worksheet

1099 and Sales Tax Questionnaire

Supplemental Worksheets for Rental Properties

1099 for Rental Properties Questionnaire

Vehicle Expense Worksheet

Certificate of Rent Paid in 2021

Rental and Royalty Worksheet

Other Resources for Businesses & Rental Properties

Home Office Deductions

Sales Tax Rules

Day Care Operator Worksheet

Vehicle Expense Rules

Minnesota Use Tax Rules

Form 1099-Misc Filing Requirements

Potential Business Client Questionnaire

Portal Documentation

Instructions on Using Your Nelson Tax & Accounting Portal

Client Portal Agreement

Portal Registrations Instructions for the Website

Are We Right for You?

Schedule Your Complimentary Consultation Today!

651-455-4621
questions@nelsontaxmn.com
1625 Radio Drive, Suite 140
Woodbury, MN 55125
Monday – Thursday: 9:00 am – 4:00 pm
Friday: By appointment only
Saturday & Sunday: Closed

About Us

By combining our expertise, experience, and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Nelson Tax & Accounting is dedicated to high standards and a strong work ethic.

©2025 Nelson Tax and Accounting | Financial Advisor Marketing Solutions by Midstream Marketing