Free downloads to make organizing your taxes easier…
Tax Organizer PDF format
If you are self employed and need help organizing your income and expenses try downloading our preformatted spreadsheet that will help keep you organized all year.
We do need you to fill out our drop off form and engagement as you do every year.
- If we ask you to provide documents from another office fill out this form and send to us.
- If your bank needs a copy of your tax return we need this form filled out
Drop off Form
Pre-formatted Expense spreadsheet
Pre-formatted Expense spreadsheet for Rentals