Tax Forms and Information (Personal)

Client Intake Form (pdf)

Personal Tax Deductions (pdf)

Filing Status Flow Chart (pdf)

Education Tax Credit (pdf)

Audit Guide (pdf)

Example of Car Expenses (pdf)

Mileage Record (pdf)

Payment Options For Balance Due (pdf)

PRICE SHEET (pdf)

Business Client Intake Sheet (pdf)

Business Income & Expenses Sheet (pdf)

New company setup checklist (pdf)

Milage Record (pdf)

Examples of Auto Expenses (pdf)

PRICE SHEET Business (pdf)