TWTS Resources
Below you will find our organizer for both this year and previous year’s taxes. Email me if you need any prior years.
You may be on board the ship with fellow members that may prepare their own taxes, realize whether or not you are a client my office will be happy to file an extension on their behalf. Use this link and email back to us. 2019 Extension Request
Please realize the only email correspondence you will get from my office as a result is a copy of your extension and worksheet showing it was accepted. We will not use information to solicit you or them.
Important Downloads
2023
2023 Tax Organizer (Excel Format)
Business Expense Organizer (Excel Format)
Rental Organizer Schedule E (Excel Format)
Personal Info Page (Excel Format)
2022
2022 Tax Organizer (Excel Format)
2022 Tax Organizer (PDF Format)
Rental Organizer Schedule E (Excel Format)
Credit Card Information
Business Expense Organizer (PDF Format)
Business Expense Organizer (Excel Format)
2021
2021 Tax Organizer (Excel Format)
2021 Tax Organizer (PDF Format)
Extension Request
2021 Rental Organizer Schedule E (PDF Format)
2021 Rental Organizer Schedule E (Excel Format)
2021 Rental Organizer Depreciation (PDF Format)
2021 Business Expense Organizer (PDF Format)
2021 Business Expense Organizer (Excel Format)
Child and Dependent Care Form 2441
Credit Card Information
2021 Tax Organizer For Merchant Mariner Deductions (Applicable in Certain States)
***include LETTER 6419 if you received the ADVANCE CHILD TAX CREDIT***
Apex Law
Here is a link to Shannon M. Tomai, Esq. website Apex Law who specializes in business law, from entity formation, to drafting and negotiating all manner of corporate agreements, including intellectual property licenses, confidentiality and non-disclosure agreements, master supply and purchase agreements, corporate governance documents, bank and investor financing documents and purchase and sale agreements. http://www.myapexlaw.com/
Here is a link to Navy Federal Credit Union.
Tax implications Form Excel Download