Downloads

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

2017 TAX LETTER - You can download the 2017 version of my tax letter here. It includes important due dates and some of the tax law changes.
Download

2017 ENGAGEMENT LETTER - Please download the 2017 Engagement Letter, read it, sign it, and bring it with you to your tax appointment
Download

2017 TAX ORGANIZER - You can download a Tax Organizer here to help you gather your tax information for your tax appointment
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2017 BUSINESS WORKSHEET - You can download a copy of the 2017 Business Worksheet here.
Download

2017 FARM WORKSHEET - You can download a copy of the 2017 Farm Worksheet here.
Download

2017 RENTAL WORKSHEET - You can download a copy of the 2017 Rental Worksheet here.
Download

2017 DAYCARE WORKSHEET - You can download a copy of the 2017 Daycare Worksheet here.
Download

2017 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