Download the checklist and the appropriate questionnaire to be prepared for your tax appointment. You can submit your filled out questionnaire via the contact us section of our website to cut down on your appointment time. Due to Covid and the increased interest in remote services we can have Zoom meetings, if you cannot meet in person we require you to sign electronically and submit a copy of your identification. Please review disclosures, sign and email to us via contact tab.
Here are some great tools for those of you that don't mind to enter your own book-keeping items. Excel can also be helpful when sorting through previous year bank or credit card statements. They will put everything into the proper reports such as an inventory report, a mileage sheet, profit and loss or a Balance Sheet. Below are templates you can download by clicking the button below.