Client resources
Tax resources and checklists
Practical pages clients can print or save before a consultation.
Prepare before the appointment
Organized records reduce delays and follow-up
These resources are general starting points. Your facts may require additional documents.
Checklist
Individual Tax Documents
Common personal, income, deduction, credit and health-insurance records.
OrganizerSmall-Business Tax Records
Income, expenses, vehicles, home office, assets, payroll and owner records.
GuideWhat to Do With an IRS Notice
Immediate steps to protect deadlines and organize a response.
ChecklistYear-End Tax Planning
Questions to review before December 31 or another transaction deadline.
OrganizerTrucking Tax Records
Settlements, fuel, equipment, insurance, repairs, mileage and driver records.
Privacy: Do not send Social Security numbers, identification, tax returns, bank records or other sensitive documents through ordinary email or this website’s consultation form.