Get a jump on your tax appointment.
- If you own a business, start with our new Tax Info Worksheet for Businesses (a Microsoft Excel file).
- If you own rental property download the Tax Info Worksheet for Rentals (a Microsoft Excel file).
Or, send us a note with the form below for a more thorough personal tax organizer in PDF form that you can fill out on your computer.
See you soon!
- General Information
- Interest and Dividend Income
- Itemized Deductions
- Childcare and Education Expenses
- Business Vehicle Expenses
- Rental Income and Expenses
- Miscellaneous Deductions