Tax Preparation Services

Make Sense of your Taxes

To gain a full understanding of your particular tax needs, and to accurately quote clients regarding the cost & time to complete tax returns, please complete the questionnaire and appropriate tax organizer(s). 

Click on the print icon or the arrow to download the organizers below

2020 Tax Questionnaire

Business Income & Expenses

Schedule C Organizer

Business Use of Home Organizer

Farm Schedule F Organizer

Individual Organizer

Business Vehicle Expenses Organizer

Rental Property

Schedule E Organizer

Sale of Home Organizer

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