Worksheets & Forms
Documents
- Accountable Plan
- Engagement Letter - Individuals
- Engagement Letter - Corps & Partnerships
- New Client Info - Individuals
- New Client Info - Corps & Partnerships
- Tax Questionnaire
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.
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