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"
(A) Summary of the things I will need (pdf)
Download(B) How to Download and Save PDF fillable forms (pdf)
Download(C) Upload documents to me using the Secure Portal Service (pdf)
Download(1) Engagement Letter (pdf)
Download(2) Personal Tax Organizer (PTO) (pdf)
Download(3) Expecting A Refund. Bank Info Needed (pdf)
DownloadThrift Store Donation Valuation Guide (xlsx)
Download(4) Quarterly Estimated Tax Payments You Made (pdf)
Download(5) Business Owner Tax Organizer (BOTO) (pdf)
Download(6) Rental Property Tax Organizer (RPTO) (pdf)
Download(7) Rental Mileage Expense & In Home Office Expenses (pdf)
Download(8) SOLD a Residence, Rental, or other Business Property (pdf)
DownloadForm 8829 - In Home Office - IRS Rules (pdf)
DownloadDetermining HOH Filing Status (pdf)
DownloadDue Diligence - Determining HOH Filing Status (pdf)
Download