2019 Main Information Worksheet (.pdf)

2019 Tax Document Checklist (.pdf)

2019 Individual Engagement Letter (.pdf)

2019 S-Corp Engagement Letter (.pdf)

2019 Partnership Engagement Letter (.pdf)

2019 Trust-Estate Engagement Letter (.pdf)

2019 Due Diligence Worksheet (.pdf)

2019 Tax Law Updates (.pdf)

2019 Rental Worksheet (.xlsx)

2019 & 2020 Reserve Expenses (.xlsx)

Foreign Bank Reporting (.xlsx)

Ultimate-Guide-to-Mileage-Deduction (.pdf)

QBI and Rental Income Letter (.pdf)

Judy Gilmer Privacy Policy Statement (.pdf)