Resources
Click the links below to explore our resources! Below the headings, you'll see a brief explanation of what you'll find in our resources.
Year-end Letter and Checklist
1099 resources, including form W-9 and an IRS publication explaining Contractor versus Employee
-
Income and Expense Worksheets for
Self-Employment -
Income and Deductions for Farms
-
Income and Expense Worksheet for Rentals
-
Balance Sheet Template
Charity Calculators, Mortgage and Loan Calculators, Property Tax Search Engine, Amortization Calculators, Unclaimed Property information, and More!
Links to track your Federal and State refunds
If you need to make payments for Federal, State, and/or City taxes, we have compiled a list of website resources to make these payments.
Download our Death and Taxes Brochure
New Client Intake Paperwork and Checklist