Spreadsheet template
Rental property tracker
A starting point for organizing rental income and expenses across your properties.
Download templateResourcesStart with
Start with
a clearer picture.
Practical tools and guides from my resource collection to help organize the information behind your tax questions.
Spreadsheet checklist
Tax preparation checklist
Organize documents and information before an individual or business tax preparation engagement.
Download checklistPDF guide
Home office guide
A reference from my existing resource collection for business owners working from home.
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International planning checklist
A starting point for gathering information when international income or assets are part of the picture.
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Foreign financial assets
A guide from my existing resource collection on foreign financial assets and U.S. tax reporting.
Open guide (opens in a new tab)These resources provide general information. The right approach depends on your facts and the rules in effect when you act.
A good tax relationship starts with a conversation.
Tell me about your business, investments, and the decisions ahead. We’ll discuss the right starting point and whether working together is a good fit.