Downloads

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

2023 Tax Letter - Here is the 2023 Tax Letter. It lists some of the new information and due dates for the 2023 tax filing season.
Download

2023 Basic Worksheet - Use this Basic Worksheet to help you gather together your personal income and expense items to use to prepare your 2023 tax return.
Download

2023 Engagement Letter - You can download a copy of the 2022 Engagement Letter here. Read it, sign it, and bring it with you to your tax appointment.
Download

2023 1099 Information - If you pay someone over $600 in the course of your trade or business, you need to provide them with a 1099. Use this worksheet to get this information to me so I can prepare these 1099's. Due date is January 31st, but please don't wait until the last minute.
Download

2023 Business Worksheet - This worksheet will help you put together your income and expenses for your 2023 tax return. This includes sole-proprietorships, small corporations and partnerships.
Download

2023 Farm Worksheet - This worksheet will help you get your farm income and expenses together for your 2023 tax return.
Download

2023 Daycare Worksheet - The 2023 Daycare Worksheet will assist you in preparing your income and expenses for your daycare business tax return.
Download

2023 Rental Worksheet - Use this Rental Worksheet in summarizing your income and expenses for your real estate rental properties.
Download