2024 Tax Information

Click the document name to view:

J&S Firm Correspondence:

Security Compliance Letter                 Tax Season Letter             

2024 Business Year-End Planning Letter                 2024 Individual Year-End Planning Letter

Beneficial Ownership Information (BOI): 

BOI General Information Letter                     BOI Additional Information Letter 

Client Recommendation Letters:

Bunching Recommendation Letter                QCD Recommendation Letter 

Client Fill-in Forms: 

Schedule C                 Schedule E

Other Additional Information: 

Eligible HSA Expenses                           

Employee vs Subcontractor

SALT Tax for Pass-through Entities     

Qualifying Dependent Information