Organizers and Stimulus Questionnaires
(Recovery Rebate Credit)
Use this organizer to enter your tax information for 2020 tax returns. Click on the button below of the specific organizer you want to use. All of these files can be used with OpenOffice. You can download it free at http://www.openoffice.org/download
Use this Stimulus questionnaire to show us which of your stimulus payments you have received. If you have not received any just enter zeroes in the appropriate boxes. We want to maximize your potential refund as you may be eligible for the Recovery Rebate Credit on your 2020 tax return.
Expense Tracking Form
Use this spreadsheet for your business expense tracking. This may be used for daily expenses and all calculations will be done for monthly and annual totals.
Remember that if you are planning to need financing we should be notified at least 2 years in advance.
Use this mortgage calculator to calculate your monthly mortgage payments quickly and easily. Enter your home location and the desired home price in the fields below. In seconds, you will have an estimate of your monthly house payment.
Document Retention Information
This is a list of the most common tax and financial records that a business or an individual may need to keep and guidelines for how long the records should be retained. The information contained in this site is of a general nature and may not be applicable to you. Please contact us for specific guidance regarding your situation.