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Price List
2026 Pricing (pdf)
DownloadWhere Do I Begin?
1. Complete the Checklist of Items Needed form below.
2. Either drop off the completed Checklist form and your tax documents, or Schedule an appointment with us and bring the checklist and your documents to the appointment.
If you have rental properties or self-employment - please complete the applicable Rental Income and Exp or the Business Income and Exp worksheet below.
Forms
Checklist of Items Needed (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)
DownloadLearning Center - Personal
Withholding - 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)
DownloadEducational Tax Benefits (pdf)
DownloadSaving for College (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)
DownloadLearning Center - Business
Starting a Business (pdf)
DownloadBusiness Entity Pros and Cons (pdf)
DownloadBusiness Entity Comparison Chart (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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