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2023 Tax Tools

Working with a tax advisor doesn't have to be, well, taxing. Our team of knowledgeable professionals will analyze your tax needs, prepare your returns and set you on a path for managing your tax liability with your goals in mind.

Please click the links below to download the tax documents in PDF format. You will be directed to Twenty Over Ten, our website marketing partner.

2023 Tax Client Letter

2023 Tax Engagement Letter

2023 Hours and Driving Directions

2023 Consent to Use Tax Information

2023 Privacy Policy Notice

2023 Tax Checklist

2023 Tax Intake Sheet

2023 Charitable Giving Worksheet

2023 Medical Expense Worksheet

2023 Schedule C Worksheet (for Sole Proprietor Business)

2023 Schedule E Worksheet (for Rental Property)

2023 Federal Tax Rates and Brackets


Please contact us for assistance.