In order to help keep you informed and to provide tools and time savers, we have included a few links and downloadable .pdf documents for you. We continually update this page as new information becomes available so check back often. As always, if you would like a link or helpful worksheet, please give us a call or send an email and we would be glad to add it here as a resource for you.

Secure File Portal

Safeguarding your information is of utmost importance to us. Please follow the link below to log into your file portal to share and retrieve files securely. If you need any assistance, please feel free to contact us.

Tax Edge SFP Link

2018 Year End Checklist

As you gather your information to prepare your personal tax return you may want a handy checklist to help you remember everything. This link to a .pdf of our one-page checklist will help you gather what you need.

Year End 1040 Checklist

2018 Schedule C Checklist

If you have a Schedule C small business you may want a handy checklist to help you remember everything you need to report your business activity on your tax return. This link to a one-page .pdf will help you in this task.

Sch C Year End Checklist

2018 Year End Newsletter

With an unprecedented amount of tax changes this year, we have put together this six page .pdf to help inform you of some of these changes, with a few tips and thoughts to help you with your 2018 taxes and beyond.

2018 Year End Newsletter

2018 Income Tax Organizer

When gathering your information to assist in the preparation of your tax return for 2018, sometimes it is helpful to have a guide to help you gather all the important items. Downloand this short 2 page .pdf to assist you.

2 Page Personal Organizer

2018 Small Business Compiler

If you are a Schedule C Small business or contractor, you may be unsure what information you will need to prepare your taxes. Please use this .pdf guide to assist you in gathering information and providing helpful tips.

Small Business Compiler