Patricia Lancaster, CPA, CFP Patricia Lancaster, CPA, CFP

Menu
  • Home
  • Services
    • Small Business Services
    • Tax Preparation
    • Seminars
    • Testimonials
  • Resources
  • Clients
  • Realtors
    • Expense Tracker
    • Business Entity 101
    • Tax Strategies: The Basics
    • Tax Deductions 101
    • Tax Deductions 102
    • Recordkeeping & The IRS
    • Incorporating and Hiring Help
    • Healthcare and Retirement Planning
    • Intro to Real Estate Investing
    • Tax Edge for Real Estate Investors
    • Tax Edge for Landlords
    • Real Estate Investing with an IRA
  • Investors
  • Contact Us
    • Meet the Team
    • About Us
  • Portal
 

You are here:

  1. Home
  2. Clients

Clients

Tax Checklists

Form 1040 - Personal Tax Return Checklist
2024 Realtor Expense Tracker (Excel)
2025 Realtor Expense Tracker (Excel)
Rental Property Checklist
2025 Tax Update Letter to Clients

Log Into your Client Portal Below:

Documents sent to and from the portal automatically expire (fall out) after six months.

Top

CLICK HERE to Subscribe

Clients, to ensure that you receive email reminders for upcoming tax deadlines, please subscribe.

Top

 

© 2015 by Patricia Lancaster, CPA, CFP

Back to Top