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Murphy Financial Services, Inc.
5911 W. Vliet Street
Milwaukee, WI 53208

tel.  414.453.8655
fax 414.453.6396


2020 Organizer Pages are available here:
  • Client letter (pdf)
  • Engagement letter (pdf)
  • Questionnaire (pdf)
  • Client information (pdf)
  • Estimates, bank info & identification info (pdf)
  • Interest Income (pdf)
  • Dividend Income (pdf)
  • Business Income (pdf)
  • Rental Property (pdf)
  • Farm income (pdf)
  • Farm rental income (pdf)
  • Adjustments (pdf)
  • Other Income and Adjustments (pdf)
  • Itemized deductions (pdf)
  • Employee business expenses (pdf)
  • Auto expenses (pdf)
  • Business use of home (pdf)
  • Education Credits (pdf)
  • Noncash contributions (pdf)
  • Child & dependent care (pdf)

  • Tax Appointment Worksheet (pdf)

  • Keep a record of the date, amount, and name of charitable organization

    Here's a nice worksheet to help you keep track.


    You can deduct cash payments that you have receipts for and checks*

    Market Day purchases - 10% is a donation

    License Plate fee – fees for additional charges for certain plates are tax deductible (i.e. endangered resources, celebrate children, etc.)

    Sponsor someone to walk a mile, run a mile, read a book, jump rope for heart, bowl-a-thon, Breast Cancer 3-Day, etc.

    *You must have a receipt for all contributions and if the amount is $250 or more, you must get a receipt showing the dollar amount and a statement that you did not receive anything in return for the donation


    Fundraising items - part of the cost is a donation and part is payment for the items. Make sure you have receipts for the items you purchased.

    Nonperishable food items given to schools, churches, business, the barrels at the grocery stores, etc. Save your grocery receipts so you can highlight the items donated.

    Volunteer work – you get nothing for your time(except a pat on the back) but you can deduct any out of pocket expenses and you can take a deduction for miles, parking, and tolls.

    Clothing, household items, and other personal items - even if you get a receipt from the organization collecting the items, they don't put a value on them. Make a list and put a value on them before you give them away. (We have a sample Salvation Army list.)

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