Need Help? 

Check out our resources and free worksheets to get started!

Don't see one you need? Feel free to give us a call! 

Resources & Free Worksheets

Taxes and other business matters can already seem overwhelming at times. We want to take that burden away as much as possible! Use the free worksheets to help you get organized before your free consultation, or better yet, use them throughout the year! No need to wait until tax season to start gathering the information. Take advantage of the free tools to get a head start on your year!

Free Worksheets

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PDF

Rental Property Worksheet

Download and fill, then Upload to Secure Client Portal

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PDF

Home Office Deduction Worksheet - Tenants

Download and fill, then Upload to Secure Client Portal

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PDF

Home Office Deduction Worksheet - Homeowners

Download and fill, then Upload to Secure Client Portal

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PDF

Tax Client Intake Form

Download and fill, then Upload to Secure Client Portal

Helpful Links

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Website

Where's my refund?

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Website

1040.com

Let's secure your business' future.