Business and Individual Income Tax Return Preparation Accepting New Clients ~~ Call, Text, or Email today
Business and Individual Income Tax Return Preparation Accepting New Clients ~~ Call, Text, or Email today
"Save AS" to your computer and give it a unique filename like, "John Doe 2024 Tax Year Personal" or "2024 ABC Widget Company"
Engagement Letter & Personal Tax Organizer (PTO) (pdf)
DownloadHow to Download and SAVE PDF Forms (pdf)
DownloadUse the Secure Portal Service to upload documents OR simply email to me (pdf)
DownloadBank Info Needed - If You Expect A REFUND (pdf)
DownloadEstimated Tax Payments You Made (pdf)
DownloadBusiness Owner Tax Organizer (Small Biz, Realtors, GIGs) (pdf)
DownloadRental Property Tax Organizer (RPTO) (pdf)
DownloadMileage Expense & In Home Office Expenses (pdf)
DownloadForm 8829 - In Home Office - IRS Rules (pdf)
DownloadSOLD a Residence, Rental, or other Business Property (pdf)
DownloadINSTRUCTIONS of how to use EXCEL Tax Spreadsheets (pdf)
DownloadThrift Store Donation Valuation Guide (xlsx)
DownloadClergy Parsonage Allowance (xlsx)
DownloadPage 1 - Farm Income and Expense -Schedule F (pdf)
DownloadPage 2 -Farm Income and Expense -Schedule F (pdf)
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