Downloads

Here is a list of documents that we provide for your use.

2016 TAX LETTER - You can download the 2016 version of my tax letter here. It includes important due dates and some of the tax law changes.
Download

2016 ENGAGEMENT LETTER - Please download the 2016 Engagement Letter, read it, sign it, and bring it with you to your tax appointment
Download

2016 TAX ORGANIZER - You can download a Tax Organizer here to help you gather your tax information for your tax appointment
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2016 BUSINESS WORKSHEET - You can download a copy of the 2016 Business Worksheet here.
Download

2016 FARM WORKSHEET - You can download a copy of the 2016 Farm Worksheet here.
Download

2016 RENTAL WORKSHEET - You can download a copy of the 2016 Rental Worksheet here.
Download

2016 DAYCARE WORKSHEET - You can download a copy of the 2016 Daycare Worksheet here.
Download

2016 1099 WORKSHEET - You can use this worksheet to put together information for the 1099's that you need me to file. The deadline is January 31st, and I will need a few days to complete the 1099.
Download