Resources

The Tax Appointment Checklist is a great way to see what your tax professional will need from you if you have something new in your tax situation. If you are a new client, the Tax Organizer can help you put all the information together to prepare to meet with your tax professional. If you are a returning client and would like a custom, printed organizer, please contact us with your full legal name, and we will add you to our annual organizer mailing list.

The Non-Cash Charity Guides will help you calculate the value of your donated clothing and household goods. The Withholding Calculator will help you complete your W-4 to withhold the correct amount for taxes. The Certificate of Rent Paid Landlord instructions is a link to the form landlords need to complete for their tenants.