Helpful Downloads

Here are a few helpful downloadable PDF checklists.  If you have any questions, or suggestions for downloadable documents, please let us know!

NEW CLIENT INFORMATION FORMLooking for a Tax Document Check List or Want get your taxes done Online?!Start here! This form has everything you need to help get your taxes done! DOWNLOAD
SELF-EMPLOYMENT INCOME & EXPENSES FORMAre you self-employed and organized? This form is all you need to get to us!This will make tax filing a whole lot easier! DOWNLOAD
RENTAL INCOME & EXPENSES FORMUse this form to let us know your rental property information, income and expenses.This easy form will help keep you organized and on top of your property! DOWNLOAD

Feel free to contact us with any questions or to set up an appointment!