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Tools and Worksheets

Want Lower Taxes?
Let me help you Make a Plan.

The average person spends 4 hours planning their vacation,
but less than 1 hour planning for their taxes.


2023 Appointment Checklist


Feel free to download and use as many as these worksheets as you need.
Returning clients can also call me to receive their individual tax organizer already filled in with last year's numbers.

Tax Organizers:

Deduction Worksheets: