💼 Recommended Tools & Partner Platform
We’ve partnered with trusted platforms to support your business and tax needs:
QuickBooks Online – Get 30% off for the first 6 months.
- Onwell Property Tax Appeal Services – Access specialists who review your assessment and help lower your annual property tax bill.
RE Cost Seg – Run fast, affordable online cost segregation studies.
TurboTenant – Free landlord tools to manage rent collection, inspections, and maintenance.
Tax1099 – File 1099s online with this secure, user-friendly platform.
Gusto Payroll – Run payroll easily and earn a $100 Visa gift card after your first paid run.
Set Up a Solo 401(k) – Maximize your retirement savings with a plan tailored for self-employed individuals.
📝 Client Forms & Worksheets
General Tax & Compliance
Power of Attorney (Form 2848) – Complete Parts I–III and sign Parts I–VII to authorize us to represent you before the IRS.
FBAR & Form 8938 Worksheet – Complete this if you have foreign bank accounts or other offshore assets.
Form 8949 Import Template (CSV) – For reporting multiple stock or crypto transactions.
Crypto Gain/Loss Tracker (Excel) – Organize your crypto activity for accurate tax reporting.
Business & Self-Employed
Flex Tax Startup Packet (PDF) – Everything you need to know about business startup deductions.
Self-Employed Worksheet (Excel) – Track income and deductions for sole proprietors or freelancers.
Realtor Expense Worksheet (Excel) – Specifically for real estate professionals.
Physician Expense Worksheet (Excel) – Track deductible expenses for doctors and healthcare providers.
Partnership Tax Organizer (PDF) – For LLCs, S-Corps, and C-Corps.
Rental Properties
Rental Worksheet (Annual – PDF) – For yearly expense reporting. One form per property.
Rental Worksheet (Monthly – Excel) – For monthly tracking of rental income and expenses. One form per property.
Nonprofit Organizations
Nonprofit/Foundation Questionnaire – For setting up your nonprofit or private foundation.
