Individual Tax Return Checklist
Business Tax Return Checklist
We kindly ask that you download the applicable Individual or Business tax retun checklists. This will help you in gathering all the data needed to have your taxes prepared. Completing a checklist ensures completeness and accurate tax filings. (Please ensure that you save the file to your desktop before completing.)
We kindly ask that you download the following "Money Log" excel spread sheets which are free and have been a client favorite for years. This spreadsheet was created to help manage, organize, and budget daily/monthly expenses. It's easy to setup and easy to maintain. Hopefully this is a great start to understanding your own personal finance better. Please feel free to email me suggestions on improving for future years.
2019 Money Log
2020 Money Log