Tax Forms and Information (Personal)

2020 Client Intake Form (pdf)

2020 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)

2020 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)