Tax Information

Tax Information Forms

Use one of the Forms below to enter your tax information for the 2022 tax returns. Click on the button below for the preferred option. We will have a new 2023 Expense Tracker shortly to replace the 2022


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.