Downloads  &  Links

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Tax   Checklist

Download Form

This form is to assist you in gathering your income tax information. Use it as a guide for information that you will need to provide. If you have any questions, please call or e-mail.

Expense   Items

Download Form

This form is to assist you in gathering expense's. Use it as a guide for information that you will need to provide. If you have any questions, please call or e-mail.

Business engagement

Download Form

This form is for businesses starting work with us.

Personal Engagement

Download Form

This form is for individuals and couples needed personal taxes prepared.

Tax   Withholding   Estimator

Visit IRS.gov

Use your best estimates for the year ahead to determine how to complete Form W-4 so you don't have too much or too little federal income tax withheld.