Phone: 
Email: 
Tax Documents
THINGS TO BRING LIST
Includes a list of information you need to bring to your tax appointment. You need to fill out all the pertinent information before your tax appointment.
download now
ITEMIZED DEDUCTIONS WORKSHEET
A list of deductions that needs to be filled out before your next tax appointment.
download now
VEHICLE MILEAGE LOG
Here is a a log for you to keep track of your vehicle mileage.
download now
EDUCATION
Fill out if you or your children have any higher education expenses. Also complete information for children with K-12 expenses.
download now
STOCKS / RETIREMENT ACCOUNTS
If you sold stock/mutual fund/property or have retirements accounts (or made contributions to retirement accounts) fill out this worksheet.
download now
SELF-EMPLOYED
If you are self-employed use this worksheet to fill your income and expenses for the year. Use one worksheet for each business.
download now
RENTAL
If you own rental property use this worksheet to fill your income and expenses for the year. Use one worksheet for each property.
download now
HOME OFFICE BROCHURES
Here is a brochure on the home office deductions.
download now