Individual Tax Returns

  • Questionnaire & Engagement Letter: completed online in the document portal

  • Charity Worksheet: use to calculate the amount of your deduction for non-cash donations

  • Checklist: use to organize your documents. Common documents include, but are not limited not limited to:

  • W-2s

  • 1099s

  • Other income

  • Deductions

Business Tax Returns

  • Engagement Letter: completed online in the document portal.

  • Profit & Loss Statement

  • Balance Sheet with Prior Year Comparison

  • If you are unable to provide these financial statements, please use our Business Tax Worksheet (Note: when you click the link, the file will download to your computer. After you open the file, click the “Enable Editing” button in the top bar to make changes)

Rental Properties

  • Rental Property Worksheet (Note: when you click the link, the file will download to your computer. After you open the file, click the “Enable Editing” button in the top bar to make changes)