Click to download any of our checklists or resources.
Our checklists will ensure you bring all relevant information to your tax prep appointment.
New Client Profile Form (pdf)
DownloadRental Property Owners Checklist (pdf)
DownloadPartnership Tax Return Checklist (pdf)
DownloadForm 1099-NEC Checklist (pdf)
DownloadGoodwill Donation Valuation Guide (pdf)
DownloadQETP-Calculator (xlsx)
Download2022 Tax Prep Checklist (pdf)
Download2023 Tax Prep Checklist (pdf)
DownloadSmall Business Owner Checklist (pdf)
DownloadClick here to check on the status of your federal refund
Click here to access the Electronic Federal Tax Payment System
Click here to access the IRS website
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