Tax Season

Get ready to file your taxes!

The start of a new year means it's time to begin preparing for tax filing! We aim to make a positive impact for each client by simplifying the process and reducing their tax liability. Our approach includes easy-to-use guides and worksheets, along with forensic deduction discovery based on years of experience.

All our clients have a Secure Portal account (TaxDome) where you can upload your tax documents.


Download your 2023 Quick Checklist to get your tax documents organized and ready to go!


Below are the Deduction Worksheets we provide to our clients. They are available in your TaxDome account (if applicable) and will be sent once an appointment is scheduled.

  • Business Professional Deduction Worksheet
  • Construction Worker Deduction Worksheet
  • Educational Professional Deduction Worksheet
  • Electric & Utilities Company Workers Deduction Worksheet
  • EMT - Paramedic Deduction Worksheet
  • Family Child Care Providers Deduction Worksheet
  • Family Child Care Providers Deduction Worksheet - Spanish
  • Fire Fighters & EMT Deduction Worksheet
  • Hair Stylist & Manicurist Deduction Worksheet
  • Law Enforcement Deduction Worksheet
  • Medical Professional Deduction Worksheet
  • Real Estate Professional Deduction Worksheet
  • Rental Deduction Worksheet