Welcome to Our Online Resources!

~Everything you need to succeed~

What to Bring to Your Tax Appointment

Wondering what you'll need? We've got your covered! This list includes the items that we will need in order to write your tax return. Also, if you haven't yet, make sure to fill out the new client intake form.

See What Items You Need
what to bring book cover blue text
woman placing sticky notes on wall

Business Deductions Total Sheet

1099's, small businesses, self-employed, this is your saving grace at tax time. This will help you organize receipts, calculate totals, and ultimately maximize your deductions!

View Deductions Total Sheet 

Rental Deductions Total Sheet

Rental Owner? This will help you organize receipts, calculate totals, and ultimately maximize your deductions!

View Deductions Total Sheet 
woman placing sticky notes on wall

Check out our endorsed providers list!

As a tax professional, I often get asked about these services. Here's who I recommend!

Health Insurance

Get in touch with Joel and see how you can save up to 40%!
P: 970-599-4189
E: [email protected]

Bookkeeping

Contact Cathryn for more information.
P: 970-218-7381
E: [email protected]

Full scale accounting, bookkeeping, payroll, etc. for small business. Over 25 years experience.

Financial Planner

Investments, retirement planning, and more! Josh will take great care of you. 
Keystone Financial
P: 970-744-5408
W: www.keystonefinancial.com

Got everything together?

Book an appointment!