Client Resources
Client Resource CenterNew Paragraph
Use the buttons below to access any resources you may need to assist you with compiling your tax information.
Personal 1040 Tax Organizer
Small Business Income & Expense Worksheets
Google Sheet - Business Worksheet
This is a "READ ONLY" Google Sheet. Please make a copy or copy and paste into a new sheet for your personal use.
Rental Property Income & Expense Worksheets
Google Sheet - Rental Property Worksheet
This is a "READ ONLY" Google Sheet. Please make a copy or copy and paste into a new sheet for your personal use.