2025 Tax Preparation Services

Please click on any of the items below to open the corresponding information.

•  2025 Client Letter Please read this for important information 

• 2025 Information about Preparing your returns and how to provide your information Please read this for important information

• 2025 Tax Preparation Bundle  Please download, complete and return all pages of this packet to my office

• 2025 Business Owner Forms  Complete if you have any business income & expenses

• 2025 Rental Property Owner Forms  Complete if you rent any property to others

• 2025 Vehicle Expense Detail  Additional form for claiming business vehicle or mileage deductions

• Educational Expenses Complete these forms if you have any tuition expenses

• Child and Dependent Care Expenses Complete these forms if you are paying for dependent care

• Household Employee Information Complete this form if you pay any household employees

• Privacy Policy  Please read this for important information