Letters and Checklists

Welcome to the Resource Center. 

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Resources

New Client Welcome Letter
Welcome new clients. Please read our Welcome Letter for more about us and tax filing.

Annual Client Letter
Welcome back! Please read our letter for more information about the upcoming tax season.

Start-up Corporation Flyer
If you are a new corporation please read about our special offers.

 

Checklists

New Client Checklist 
A checklist for new clients to help gather your necessary information for your personal return.

Returning Client Checklist
A checklist for to help gather your necessary information for your personal return.

Business Checklist
A checklist to help gather your necessary information for your small business return.

Office in the Home Checklist
A checklist for anyone working from home.

Sole Proprietor Checklist
If you are a new corporation please read about our special offers.

Trust and Estate Checklist
A checklist for the executor of a trust or estate.