Forms, worksheets and tools
Download the tax forms and worksheets that make your tax preparation quicker and easier, and explore partner platforms that support your business and tax needs.
Ready to send your documents?
Upload completed forms and tax documents securely through our client portal — no email attachments.
Go to the secure client portalTax forms and worksheets: download what applies to you
Fill in the forms that fit your situation, then upload them to your secure client portal.
General Tax & Compliance
Business & Self-Employed
Tools we recommend
We’ve partnered with trusted platforms to support your business and tax needs.
QuickBooks Online
Get 30% off for the first 6 months.
Visit →Ownwell Property Tax Appeal Services
Access specialists who review your assessment and help lower your annual property tax bill.
Visit →RE Cost Seg
Run fast, affordable online cost segregation studies.
Visit →BILL
Streamline your accounts payable, accounts receivable, expense management, and business payments with one easy-to-use platform.
Visit →TurboTenant
Free landlord tools to manage rent collection, inspections, and maintenance.
Visit →Tax1099
File 1099s online with this secure, user-friendly platform.
Visit →Gusto Payroll
Run payroll easily and earn a $100 Visa gift card after your first paid run.
Visit →Homepay
Manage household employee payroll (Schedule H compliance) and receive 20% off through Flex Tax.
Visit →Set Up a Solo 401(k)
Maximize your retirement savings with a plan tailored for self-employed individuals.
Visit →Partner offers are provided by each platform and may change. Links open the partner’s website.
Questions about a form?
Our team can help you figure out what you need.
Monday–Friday, 9 am–6 pm Pacific