See Attached (Contractor vs Employee Designation)

Links to our 2022 tax documents

Tax Preparation Checklist (click here): This document is a checklist for clients to use when gathering their 2022 tax documents.

Tax Letter (click here): 2022’s Tax Letter with information about our processes.

Links to our 2021 tax documents

Tax Preparation Checklist (click here): This document is a checklist for clients to use when gathering their 2021 tax documents.

Tax Letter (click here): 2021’s Tax Letter with information about our processes.

Links to our 2020 tax documents

Tax Preparation Checklist (click here): This document is a checklist for clients to use when gathering their 2020 tax documents.

Tax Letter (click here): 2020’s Tax Letter with information about our processes.

Links to our 2019 tax documents

Tax Preparation Checklist (click here): This document is a checklist for clients to use when gathering their 2019 tax documents.

Tax Letter (click here): 2019’s Tax Letter with information about our processes.

Links to our 2018 tax documents

Tax Preparation Checklist (click here): This document is a checklist for clients to use when gathering their 2018 tax documents.

Here is an Excel template that you can use to provide your rental real estate income and expenses. Rental Real Estate Income and Expense Template

Here are a few other helpful documents and links:

Non-Profit/Government Resources:

Internal Revenue Service (www.irs.gov): All the tax forms are listed on the Forms and Publications sub page. These publications contain a wealth of information on nearly all tax topics.

Small Business Association (www.sba.gov): A wealth of information about starting and managing a small business.

Denver Small Business Development Center (www.denversbdc.org): Offers low cost seminars and classes to help you learn skills in business management, accounting and financial growth, sales and marketing tactics. These courses and seminars provide you with valuable networking opportunities and learning how to make your business grow.

Corporate Resources

Quickbooks (www.quickbooks.intuit.com): Necessary software to accurately track your expenses. We are certified Pro-Advisors and are happy to offer clients assistance with using the software.

RSSBus (www.rssbus.com/excel/quickbooks): The RSSBus QuickBooks Excel Add-In is a powerful tool that allows you to connect with live data from Quickbooks and QuickBooks Online, directly from Microsoft Excel.

Entrepreneur (www.entrepreneur.com): A good resource for business ideas and ways to grow your business.