TEL: (410) 879-3331
Tax Year 2023 Resources
Important Information
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The interview sheet and business tax packet (if applicable) are REQUIRED.
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Your invoice can now be emailed to you and paid online.
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For individuals, we are asking that all documents are provided to us by March 15, 2024, or we cannot guarantee that your return will be completed by the filing deadline.
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Filing deadlines
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Individuals: Monday, April 15, 2024
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Sole proprietor: Monday, April 15, 2024
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Partnership: Friday, March 15, 2024
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S corporation: Friday, March 15, 2024
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Corporation: Monday, April 15, 2024
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Documents
INDIVIDUALS
Please contact the office for your customized document checklist.
BUSINESSES
Please contact the office for your customized document checklist.
How to Create QuickBooks Accountant's Copy
How to Send QuickBooks Online Accountant Invite
RENTALS
Rental Property Questionnaire - Excel Sheet
Rental Property Questionnaire - Printable PDF
Energy Efficient Home Improvement Credits
Item/Type | Available Tax Credit |
|---|---|
Biomass Stoves/Boilers | 30% of project cost, $2,000
maximum amount credited |
Central Air Conditioners | 30% of project cost, $600
maximum amount credited |
Electrical Panel Upgrades | 30% of project cost, $600
maximum amount credited |
Exterior Doors | 30% of product cost, $500
($250 per door) maximum annual amount credited |
Furnaces (Natural Gas, Oil) | 30% of project cost, $600
maximum amount credited |
Heat Pump Water Heaters | 30% of project cost, $2,000
maximum amount credited |
Heat Pumps | 30% of project cost, $2,000
maximum amount credited |
Home Energy Audits | 30% of costs, up to $150 maximum amount credited |
Hot Water Boilers (Natural Gas, Oil, Propane) | 30% of project cost, $600
maximum amount credited |
Insulation | 30% of product cost, $1,200
maximum amount credited |
Water Heater (Natural Gas) | 30% of project cost, $600 maximum amount credited |
Windows | 30% of product cost, $600 maximum amount credited |
Residential Clean Energy Tax Credits
Item/Type
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Geothermal heat pumps
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Fuel cells
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Small wind turbines
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Solar energy systems (water heaters and panels)
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Battery storage technology
Credit Amount for Period
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30% for property placed in service after December 31, 2016, and before January 1, 2020
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26% for property placed in service after December 31, 2019, and before January 1, 2022
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30% for property placed in service after December 31, 2021, and before January 1, 2033
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26% for property placed in service after December 31, 2032, and before January 1, 2034
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22% for property placed in service after December 31, 2033, and before January 1, 2035
Federal Tax Credits for Plug-in Electric and Fuel Cell Electric Vehicles
All-electric, plug-in hybrid, and fuel cell electric vehicles (new and pre-owned) purchased in 2023 or after may be eligible for a federal income tax credit of up to $7,500. New vehicles purchased prior to 2023 are also eligible for a similar tax credit of up to $7,500.
Please visit the IRS Clean Vehicle Tax Credits page for the most up to date information.
You can also visit fueleconomy.gov to quickly check if your vehicle qualifies.