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Preparing for tax season can be overwhelming, but collecting all the necessary documents is crucial for filing an accurate tax return and maximizing your deductions.
Whether you’re an individual with standard deductions or a business owner with more complex needs—such as self-employment, rental properties, or farm income—these checklists are designed to help you organize your financial information quickly and thoroughly.
In addition to the checklists, we’ve also included helpful partner resources that can streamline the process. We only recommend services we trust. When you use the links provided, we may earn a commission at no additional cost to you.
Send Us Your Forms
Open the form you need below. Fill in your information. Please save it to your computer and send it to our email support at support@flextcg.com to get set up today!
Bizee – a trusted DIY platform that helps you form your LLC, obtain an EIN, get a registered agent and virtual address, and file essential business documents online. It’s easy to use and affordable for those looking to handle things independently.
Re Cost Seg – With Re Cost Seg, you can now run powerful cost segregation studies 100% online, in just minutes — and at a fraction of the traditional cost.
Turbo Tenant – Sign Up for Turbo Tenant for Free – Collect rent, conditional reports, inspection reports, and create maintenance tickets for free.
Tax1099 – a trusted DIY platform to file your own 1099 Forms.
Power of Attorney (Form 2848) – Complete Parts 1-1 and 3, and sign off Parts 1-7 to hire our CPA to represent your case.
Crypto Tracking Spreadsheet – Complete the tracker so we can calculate your crypto gain and loss.
FBAR and Form 8938 – Complete the form if you have a foreign bank account or asset reporting requirements.
Form 8949 Import Template – CSV file to enter multiple trading transactions.
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.
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 the best tax-saving strategy.
Rental Worksheet Rental Worksheet Annual Basis (PDF)—Download our form to deduct 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.
