Information Sheets

2021 Tax Year

Use this spreadsheet to enter your tax information for 2021 tax returns. Click on the button below of the specific spreadsheet you want to use.
All of these files can be used with OpenOffice. You can download it free at http://www.openoffice.org/download

Services

2021-Business Information

After going to the download then click on ‘File’ in the upper left corner. Now in the left column choose ‘Save As’. ‘Download a Copy’ will appear to the right. Click on that in order to save it to your computer

Services

2021-Rental Information

After going to the download then click on ‘File’ in the upper left corner. Now in the left column choose ‘Save As’. ‘Download a Copy’ will appear to the right. Click on that in order to save it to your computer.


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2021-Tax Year-Personal Information

After going to the download then find the down arrow in the upper right corner. Click on the arrow in order to save this file to your computer.



2021 Tax Year

Business Owners

Use this spreadsheet to enter your business tax information for 2021 tax returns. Click on the button below of the specific spreadsheet you want to use.

Services

Business Information-Excel

After going to the download then click on ‘File’ in the upper left corner. Now in the left column choose ‘Save As’. ‘Download a Copy’ will appear to the right. Click on that in order to save it to your computer.

Services

Business Information-MAC

After going to the download then click on ‘File’ in the upper left corner. Now in the left column choose ‘Save As’. ‘Download a Copy’ will appear to the right. Click on that in order to save it to your computer.

Services

Business Information-Printable PDF

After going to the download then find the down arrow in the upper right corner. Click on the arrow in order to save this file to your computer.



2021 Tax Year

Rental Owners

Use this spreadsheet to enter your rental tax information for 2021 tax returns. Click on the button below of the specific spreadsheet you want to use.

Services

Rental Information-Excel

After going to the download then click on ‘File’ in the upper left corner. Now in the left column choose ‘Save As’. ‘Download a Copy’ will appear to the right. Click on that in order to save it to your computer.

Services

Rental Information-MAC

After going to the download then click on ‘File’ in the upper left corner. Now in the left column choose ‘Save As’. ‘Download a Copy’ will appear to the right. Click on that in order to save it to your computer.

Services

Rental Information-Printable PDF

After going to the download then find the down arrow in the upper right corner. Click on the arrow in order to save this file to your computer.


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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.

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Financing Information

Remember that if you are planning to need financing we should be notified at least 2 years in advance.

Mortgage Calculator

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.

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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.

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