Our tax planner makes it easy for you to get everything ready and organized to begin your tax preparation. Please fill in all relevant fields and then save and email the document to us.
Click on the link(s) below to open the PDF document(s).
Profit and Loss Worksheet – PDF
Profit and Loss Worksheet – Excel Spreadsheet
Rental Property Worksheet
Once you complete the tax planner, please email it to [email protected]. If you’re an existing customer, and have a log in and password, you can use our convenient upload feature.