Price List

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Checklist of Items Needed - (Complete this form when submitting your tax info to us.) (pdf)

Client Portal Upload Checklist (pdf)

Rental Income & Expense Worksheet (pdf)

Business Income & Expense Worksheet (pdf)

Real Estate Agent specific Income and Exp Worksheet (pdf)

LLC Tax Organizer (pdf)

Charitable Donation Value Guide (pdf)

Engagement & Privacy Policy (pdf)

Offer In Compromise booklet (pdf)

File an Extension (pdf)

Withholding - Filling Out Form W-4 (pdf)

What You Should Do If You Can't Pay Your Taxes (pdf)

Tax Scams - Protecting Yourself (pdf)

Families with Children (pdf)

Saving for College (pdf)

Educational Tax Benefits (pdf)

Backdoor Roth IRA explained (pdf)

Advantages of Making a Charitable Donation from an IRA (pdf)

Sale of a Personal Residence (pdf)

Divorce and Taxes (pdf)

Death of a Taxpayer (pdf)

Charitable Contributions Guide (pdf)

Social Security and Medicare explained (pdf)

Calculating Taxable Social Security (pdf)

Starting a Business (pdf)

Business Entity Comparison Chart (pdf)

Business Entity Pros and Cons (pdf)

Self Employment Tax (pdf)

Estimated Taxes (pdf)

Recordkeeping for Tax Purposes (pdf)

Business Owners - Taking Money Out of a Business (pdf)

Partnerships (pdf)

Limited Liability Companies / LLC's (pdf)

Employing Family Members (pdf)

Short-Term Rentals (pdf)

Small Business Health Care Tax Credit (pdf)

Mileage and Expense Log (pdf)