Worksheets & Forms

Forms & Letters

  • 2020 COVID Questionnaire - View
  • 2020 Tax Questionnaire - View
  • 2020 Personal Engagement Letter - View
  • Accountable Plan Instructions - View
  • 2020 Due Diligence Questionnaire - View
  • 2020 Business Engagement Letter - View


  • 2020 Business Worksheet - View
  • 2020 Medical Expense Worksheet - View
  • 2020 Rental Property Worksheet - View
  • 2020 Vehicle Expense Worksheet - View
  • 2020 Child & Dependent Care Worksheet - View
  • 2020 Business Worksheet Direct Sales - View
  • 2020 Home Office Worksheet - View

New Client Info Sheets

Financial Calculators

Please use the calculators below to assist in the planning of major purchases and life-changing decisions. Then let us help you in the planning stages of these decisions. We can offer you an outside perspective and objective opinions and hopefully save you from headaches and financial strains.

Financial Calculators

Tax Links

While we don't want you to leave us, we do want to offer other sites that might be beneficial or of interest for you.

Where's my Refund? Find out the status of your refund.
Internal Revenue Service An online resource to find the latest in tax law
U.S. Treasury Department Get the latest government-issued press releases and other national budget/economy details
Small Business Administration Business resource available for small business research

Planning Tools

We hope you will find these articles, decision tools, and FAQs helpful and informative. We have included various topics on business ownership, education planning, government benefits, personal finance, special situations and tax planning (to name a few).

Business Owner


Advertising a business
Employee benefits and other issues
Home-based businesses
Incorporating a business
Insurance coverage
Noncompetition agreements
Raising capital
Starting a business
Transferring or selling a business
Valuing a business