We are excited to meet with you and prepare your tax returns. To help you gather your information, we have provided the following forms and guides. You can print out the forms you need and enter the information, or you can use it as a reference. Of course, if we prepared your return the prior year, we won't need your basic data unless there have been changes. Once you have collected all of your W-2s, 1099s, 1098s, and other source documents, please call the office for an appointment to complete your tax returns. If you do not live in the East Valley, or prefer not to come in to the office, you may mail, fax or upload your information to our office through our portal.

Tax Organizer and Itemized Deductions

2023 Organizer and Itemized Deductions

Income & Expenses for Small Businesses

2023 Schedule C - Profit or Loss from Business

Income & Expenses for Rental Properties

2023 Schedule E - Rental Properties

Auto & Home Office Expense Worksheet

2023 Auto and Home Office