top of page
HOME
CLIENT PORTAL
NEW CLIENT
SERVICES
RESOURCES
CONTACT
BOOK NOW
More
Use tab to navigate through the menu items.
Resources
Tax Organizer
(Individual & Small Business)
This Organizer will work for individuals as well as for a small business. A blank Organizer will be in your Client Portal when you sign up. Please complete prior to appointment
(FILLABLE PDF)
Tax Document Checklist
With so many documents to gather, this checklist will help you make sure you have everything you will need.
Business Deductions
As a small business owner, your time is precious. Save time and money making sure you are taking advantage of all the tax deductions you are entitled to.
Rideshare Deductions
Ridesharing has become a growing business. This deductions checklist will make sure you are getting all the deductions you are entitled to.
bottom of page
