Downloads

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

2022 Tax Letter - Here is a copy of my tax letter for the 2022 tax year.
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2022 Basic Worksheet - Use this Basic Worksheet to gather general income and expense information for your 2022 tax return.
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2022 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.
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2022 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.
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2022 Business Worksheet - This worksheet will help you put together your income and expenses for your 2022 tax return.
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2022 Farm Worksheet - This worksheet will help you get your farm income and expenses together for your 2022 tax return.
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2022 Daycare Worksheet - The 2022 Daycare Worksheet will assist you in preparing your income and expenses for your tax return.
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2022 Rental Worksheet - Use this Rental Worksheet in summarizing your income and expenses for your real estate rental properties.
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