2023 Tax Organizer

This booklet will assist you in collecting the necessary information to prepare your tax return accurately.

Tax Payment Record

Organized Record to documenting Quarterly Estimated Tax Payments

Annual Auto Mileage & Expense Log

This document is used to track your business vehicle expenses and mileage throughout the year.

Self Employment Income Tax Organizer

Use this document to record all self-employed income and expense.

Rental Property Worksheet

This worksheet is designed to assist in gathering rental information for your tax appointment at PM Tax and Accounting Service. If you have more than one rental, please separate the expenses and allocate them to the property that incurred the expense.

2024 Welcome Letter!

This welcome letter is designed to provide a high level overview of changes to expect this year.

IRS Account
IRS - Where is my Refund?