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2024 Pricing (pdf)
DownloadChecklist of Items Needed - (Complete this form when submitting your tax info to us.) (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 (pdf)
DownloadCharitable Donation Value Guide (pdf)
DownloadEngagement & Privacy Policy (pdf)
DownloadOffer In Compromise booklet (pdf)
DownloadFile an Extension (pdf)
DownloadWithholding - Filling Out Form W-4 (pdf)
DownloadWhat You Should Do If You Can't Pay Your Taxes (pdf)
DownloadTax Scams - Protecting Yourself (pdf)
DownloadFamilies with Children (pdf)
DownloadSaving for College (pdf)
DownloadEducational Tax Benefits (pdf)
DownloadBackdoor Roth IRA explained (pdf)
DownloadAdvantages of Making a Charitable Donation from an IRA (pdf)
DownloadSale of a Personal Residence (pdf)
DownloadDivorce and Taxes (pdf)
DownloadDeath of a Taxpayer (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)
DownloadPartnerships (pdf)
DownloadLimited Liability Companies / LLC's (pdf)
DownloadEmploying Family Members (pdf)
DownloadShort-Term Rentals (pdf)
DownloadSmall Business Health Care Tax Credit (pdf)
DownloadMileage and Expense Log (pdf)
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