Client Checklists & Tax Planners
Make the most of your time in our office. Download and fill out our client checklists to help you prepare your tax documents before you come in for your appointment.
Here are a couple to get you started:
Client Checklist
Individual Tax Organizer
If you need us to provide a copy of your tax return to any third party, such as a mortgage company, you must fill out, sign and provide us with this disclosure form:
RELEASE OF INFORMATION DISCLOSURE
Sample Letters:
Proof of Child Residency IRS School Letter Sample
Proof of Child Residency Church Letter Sample
IRS Healthcare Letter Template (with header)
IRS Healthcare Letter Template (no header)
Tax Topics
Helping you keep up with the latest tax news and items of interest for your family, your business and your life.
Download and fill out this free tax organizer before your appointment
Save time at your appointment! Take a moment to fill out this tax organizer ahead of time and bring it with you.
Download and Print the Organizer...
Want to know when to expect your income tax refund? Only the IRS can tell you for sure, visit their website and use their online tools for more.
Go to IRS Refund Site...
Quick Tax Tip - Mileage Rates
Log Book Necessary to Claim Business Miles
Current Year: The mileage rate for business travel in 2024 is 67 cents per mile. Medical or moving: 21 cents and Charitable: 14 cents.
Past Year: The mileage rate for business travel in 2023 was 65.5 cents per mile. Medical or moving: 22 cents and Charitable: 14 cents.
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