Need computer assistance?
Click on the link below and follow the on-screen instructions to download and install our remote assistance program called Splashtop SOS.
Once installed you will receive a 9-digit code you will need to provide to us so we can access your computer. This access is only temporary and you can end the session at any time and will retain full control of your computer.
Click the link to download a tax preparation checklist or organizer.
New Client Welcome Packet 2023 Returns (pdf)Download
New Client Organizer 2023 Returns (pdf)Download
Personal Tax Preparation Checklist 2023 Returns (pdf)Download
Small Business Tax Checklist (pdf)Download
Self Employed Schedule C Organizer 2023 Returns (pdf)Download
Schedule E Rental Property Organizer 2023 (pdf)Download