Here is a list of documents that we provide for your use.
2020 Basic Worksheet -
Use this Basic Worksheet to gather general income and expense information for your 2020 tax return.
2020 Engagement Letter -
You can download a copy of the 2020 Engagement Letter here. Read it, sign it, and bring it with you to your tax appointment.
2020 1099 Info -
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.
2020 Business Worksheet -
This worksheet will help you put together your income and expenses for your 2020 tax return.
2020 Farm Worksheet -
This worksheet will help you get your farm income and expenses together for your 2020 tax return.
2020 Daycare Worksheet -
The 2020 Daycare Worksheet will assist you in preparing your income and expenses for your tax return.
2020 Rental Worksheet -
Use this Rental Worksheet in summarizing your income and expenses for your real estate rental properties.
2020 Tax Letter -
The tax letter has been sent to the printer, but you can print off your own copy now.