Price List

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Checklist of Items Needed (pdf)

Drop Off Form - complete this form when dropping off your taxes (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 (blank) (pdf)

Charitable Donation Value Guide (pdf)

Engagement & Privacy Policy (pdf)

Taxpayer Bill of Rights (pdf)

Offer In Compromise booklet (pdf)

File an Extension (pdf)

Withholding - Filling Out Form W-4 (pdf)

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

Tax Scams - Protecting Yourself (pdf)

Child and Dependent Care Tax Credit (pdf)

Families with Children (pdf)

College Financial Aid Planning (pdf)

Educational Tax Benefits (pdf)

Backdoor Roth IRA explained (pdf)

Sale of Personal Residence (pdf)

Divorce and Taxes (pdf)

Death of a Taxpayer (pdf)

Advantages of Making a Charitable Donation from an IRA (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)

Limited Liability Companies / LLC's (pdf)

Partnerships (pdf)

Mileage and Expense Log (pdf)