TAX RELATED RESOURCES
Here are some client forms, organizers, and helpful tax-related resources for you
CLIENT FORMS & ORGANIZERS
Due Diligence Questions – Fillable PDF
Due Diligence Questions – To Print
Note: All returning clients receive a personalized tax organizer, available on their portal, each year.
If you are a new client or would like help organizing your business expenses, the following are available:
HELPFUL TOOLS
Books for Real Estate Agents, Real Estate Investors, Dentists, Chiropractors