Clients may use these spreadsheet templates (.xls) to organize their annual expenses and income and save on their tax preparation fees!


(Even more resources and information are available in the Client Resource Center.)

2023 Individual Tax Highlights
Five Yearly Tax Essentials
How Long Should I Save It?
Tips for Reviewing your Tax Return
Identifying Tax Scams
Common Tax Filing Mistakes
4 Common Tax Surprises
Tips to Organize Your Tax Records
Top 5 Reasons to File Early
Proving Your Deductions
Life Events: Marriage
Life Events: Divorce