Summit Financial Group 

CONNECT

Address:

9340 Fuerte Dr Ste 207
La Mesa, CA 91941-4164

Phone:

619.698.9760, 888.565.9760

Fax/Other:

619.698.9767

Tax Prep Worksheets

With the recent changes in tax law, business deductions are now limited to self-employed individuals, LLCs and incorporated businesses. Below are worksheets that will assist you in preparing for your tax appointment. Please complete the relevant worksheet(s) to the best of your ability and bring them with you to your tax appointment. Your tax advisor will review them, search for additional deductions, and give you guidance on future recordkeeping.

Check out Summit Financial Group on Yelp