Resource Library

• General Year-End Financial Checklist​
• Detailed Year-End Financial Close Out Checklist​
• 2021 Rental Income and Expense Worksheet
• 2021 Rental Income and Expenses
• 2021 Rental Real Estate QBI Safe Harbor
• Yield Percentage Calculator (Excel)
• 2020 Rental Property Organizer
• Starting a Small Business Checklist
• Guide to Selecting Your Small Business Legal Structure
• Guide to Small Business Recordkeeping
• Guide to Financial Statement Services