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2022 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.

2022 Tax Client Letter

2022 Tax Engagement Letter

2022 Hours and Driving Directions

2022 Consent to Use Tax Information

2022 Privacy Policy Notice

2022 Tax Checklist

2022 Tax Intake Sheet

2022 Charitable Giving Worksheet

2022 Medical Expense Worksheet

2022 Schedule C Worksheet (for Sole Proprietor Business)

2022 Schedule E Worksheet (for Rental Property)

2022 Federal Tax Rates and Brackets

2023 Federal Tax Rates and Brackets


Please contact us for assistance.