2023 Tax Year
Use this PDF to enter your tax information for 2023 tax returns. Click on the arrow below of the specific PDF you want to use.
2023-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
2023-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.
2023-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.
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.
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.
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.
