Resources
This page will be updated with relevant information and updates as often as needed to keep you in the know.
Client Handouts
- Individual Tax Organizer
- Individual Sole Proprietor Organizer
- Partnership Tax Organizer
- S Corp Organizer
- Rental Property Organizer
- Tax Scams Protect Yourself
- Business Management Tips 2022
- Starting a Business
- Business use of Home
- Mileage and Expense Log
- Charitable Contributions Recordkeeping Requirements
Tax News
- Tax News and Industry Updates – January 2020
- Tax News and Industry Updates – April 2020
- Tax News and Industry Updates – June 2020
- Tax News and Industry Updates – September 2020
- Tax News and Industry Updates – December 2020
- Tax News and Industry Updates – January 2021
- Tax News and Industry Updates – April 2021
- Tax News and Industry Updates – June 2021
- Tax News and Industry Updates – September 2021
- Tax News and Industry Updates – December 2021
- Tax News and Industry Updates – January 2022
- Tax News and Industry Updates – April 2022
- Tax News and Industry Updates – June 2022
- Tax News and Industry Updates – September 2022
- Tax News and Industry Updates – November 2022
- Tax News and Industry Updates – January 2023