Collecting all the documents for income and deductions can be a challenging task. Sending in all your data is critical to completing an accurate tax return and gathering all of your expenses will help you take advantage of the most tax deductions.
Whether you are an individual with a few deductions or you have small business, farm or rental income, these checklists will help you gather your information in a quick and detailed manner.
Send Us Your Forms
Open the form you need below. Fill in your information. Save it to your computer and send it through our email [email protected] to get set up today!
Power of Attorney (Form 2848) – Complete Part 1-1 and 3, sign off Part 1-7 to hire our CPA to represent your case.
Set Up Solo 401K – Save up to $66,000 or more to set up the retirement savings plan for self-employed individuals or small business owners.
Set Up Gusto Payroll – Sign up and run your first paid payroll, you’ll receive a get a $100 Visa gift card.
Individual Tax Return Questionnaires – ID Verification, EIP, Foreign Accounts and Tax Refund/Payment Options
Nonprofit/Private Foundation Questionnaire – Form for starting your Nonprofit/Private Foundation.
FBAR and Form 8938 Worksheet (Excel) – Pro-forma excel sheet to help you collate the FBAR and or/ Form 8938 data.
Flex Tax Startup Packet – Starting your dream business? Here’s what you need to know about business start-up tax deductions and how they work.
Stock Compensation Notes (PDF) – Understand different stock compensation as an employee and find out the best strategy to save taxes.
Rental Worksheet Rental Worksheet Annual Basis (PDF) – Download our form to deduct the expenses for your rental business.Please complete one form per property for Schedule E.
Rental Worksheet Rental Worksheet Monthly Basis (Excel)—Download our form to deduct expenses for your rental business. Please complete one form per property for Schedule E.
Self-Employed Worksheet (Excel) – Download for free to help you organize your sole-prop or self-employed business deduction.
Realtor Expense Worksheet (Excel) – Download for free to help you organize your realtor business deduction.
Physician Expense Worksheet (Excel) – Download for free to help you organize your clinic business deduction.
Partnership-Tax-Organizer (PDF) – Download for your LLC, S-Corp and C Corporation Tax Returns.
Our online tax organizer helps you organize your tax information to ensure that you don’t miss any important deductions. Please fill in your responses as best you can.
Please contact us at the office if you have questions regarding to our forms.
