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2023 Pricing (pdf)
DownloadChecklist of Items Needed (pdf)
DownloadDrop Off Form - complete this form when dropping off your taxes (pdf)
DownloadClient Portal Upload Checklist (pdf)
DownloadRental Income & Expense Worksheet (pdf)
DownloadBusiness Income & Expense Worksheet (pdf)
DownloadReal Estate Agent specific Income and Exp Worksheet (pdf)
DownloadLLC Tax Organizer (blank) (pdf)
DownloadCharitable Donation Value Guide (pdf)
DownloadEngagement & Privacy Policy (pdf)
DownloadTaxpayer Bill of Rights (pdf)
DownloadOffer In Compromise booklet (pdf)
DownloadFile an Extension (pdf)
DownloadWithholding - Filling Out Form W-4 (pdf)
DownloadWhat Should You Do If You Can't Pay Your Taxes (pdf)
DownloadTax Scams - Protecting Yourself (pdf)
DownloadChild and Dependent Care Tax Credit (pdf)
DownloadFamilies with Children (pdf)
DownloadCollege Financial Aid Planning (pdf)
DownloadEducational Tax Benefits (pdf)
DownloadBackdoor Roth IRA explained (pdf)
DownloadSale of Personal Residence (pdf)
DownloadDivorce and Taxes (pdf)
DownloadDeath of a Taxpayer (pdf)
DownloadAdvantages of Making a Charitable Donation from an IRA (pdf)
DownloadCharitable Contributions Guide (pdf)
DownloadSocial Security and Medicare explained (pdf)
DownloadCalculating Taxable Social Security (pdf)
DownloadStarting a Business (pdf)
DownloadBusiness Entity Comparison Chart (pdf)
DownloadBusiness Entity Pros and Cons (pdf)
DownloadSelf Employment Tax (pdf)
DownloadEstimated Taxes (pdf)
DownloadRecordkeeping for Tax Purposes (pdf)
DownloadBusiness Owners - Taking Money Out of a Business (pdf)
DownloadLimited Liability Companies / LLC's (pdf)
DownloadPartnerships (pdf)
DownloadMileage and Expense Log (pdf)
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