Foreign Bank Reporting (.xlsx)
Ultimate-Guide-to-Mileage-Deduction (.pdf)
Judy Gilmer Privacy Policy Statement (.pdf)
- Engagement Letter for Individuals
- Engagement Letter for Partnerships
- Engagement Letter for S-Corps
- Engagement Letter for Trusts & Estates
- Tax Season Newsletter
- 2020 Tax Law Changes
- Deadlines and Extensions
- Security, PII, E-Signatures
- Client Taxaroo Information Letter
- Two-Factor Authentication
- Due Diligence for Claiming Dependents
- Due Diligence for Education Expenses
- Due Diligence for Foreign Bank Accounts
- Due Diligence for Virtual Currency
- Military Information Sheet
- 2020 Rental Worksheet
- 2020 & 2021 Reserve Expenses