Worksheets and Newsletters

• Tax Season Greetings January 2025 Newsletter
• Income Tax Preparation Guide 2024 returns – to help you accumulate information necessary for the preparation of your tax return.
• New Client Information Sheet 2024 returns – IMPORTANT
• Income Adjustments and Itemized Deduction Worksheet
• Profit OR Loss Statement 2024 returns 
• Rental Property Worksheet
• Drop-Off or Mail-In Checklist for 2024 Tax Returns
• Sign up with ID.me to access your IRS Tax Information – recommended for all of our clients
• IRS Pub. 135 – Consumer Bill of Rights Regarding Tax Preparers

Also, check periodically on our News page for current updates and tax news.