Tax Planner

Tax Planner 2018-01-16T14:01:43+00:00

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).

Tax Planner PDF

Profit and Loss Worksheet

Rental Property Worksheet

Once you complete the tax planner, please email it to If you’re an existing customer, and have a log in and password, you can use our convenient upload feature.

Click here to go to our upload page.