TEL: (410) 879-3331
Tax Year 2023 Resources
Important Information
-
The interview sheet and business tax packet (if applicable) are REQUIRED.
​​
-
Your invoice can now be emailed to you and paid online.
​​
-
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.
​
-
Filing deadlines
-
Individuals: Monday, April 15, 2024​
-
Sole proprietor: Monday, April 15, 2024
-
Partnership: Friday, March 15, 2024
-
S corporation: Friday, March 15, 2024
-
Corporation: Monday, April 15, 2024
-
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
-
Geothermal heat pumps
-
Fuel cells
-
Small wind turbines
-
Solar energy systems (water heaters and panels)
-
Battery storage technology
Credit Amount for Period
-
30% for property placed in service after December 31, 2016, and before January 1, 2020
-
26% for property placed in service after December 31, 2019, and before January 1, 2022
-
30% for property placed in service after December 31, 2021, and before January 1, 2033
-
26% for property placed in service after December 31, 2032, and before January 1, 2034
-
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.