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 

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 50% or more!
P: 970-599-4189
E: [email protected]

Bookkeeping

Full scale accounting, bookkeeping, payroll, etc. for small business. Over 25 years experience.
Contact Cathryn for more information.
P: 970-744-4652
E: [email protected]

Financial Planner

Investments, life insurance, retirement planning, and more! Sheila will take great care of you. 

Receipts Totalling

Ashelie will make your business deductions easy! Just send her your receipts and she will organize and total them for you!

Got everything together?

Book an appointment!