Downloads

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

2025 Tax Letter - The hot-off-the-press 2025 tax letter. Lots of new information and due dates.
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The One Big Beautiful Bill Act - The One Big Beautiful Bill Act (OBBBA). May be good for a lot of people. Others, not soo much, but we can always hope. This is not an all-inclusive list, but just the ones that will affect my clients the most.
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2025 Engagement Letter - Please print this letter, read this letter, sign this letter and bring this letter to your tax appointment. Thanks you!
Download

2025 Basic Worksheet - Here is the basic worksheet for 2025. Be sure to give us your last paystub if you have overtime.
Download

2025 1099 Worksheet - Here is the 1099 worksheet so we can prepare 1099's for those you have paid over $600 in the course of your trade or business in 2025. Due date is January 31st.
Download

2025 Business Worksheet - This will help you collect the income and expense for your business tax return.
Download

2025 Farm Worksheet - Farm income and expense. Use this worksheet to help gather all that together for your tax appointment.
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2025 Rental Worksheet - This will make it easier to get all the information together for your rental properties.
Download

2025 Daycare Worksheet - Information from your daycare business goes on this sheet.
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