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

New Client Intake Paperwork and Checklist

New Client Intake Paperwork and Checklist