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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, its fillable online,  and engagement (included with drop off form) 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 -Fillable

Engagement Agreement

Pre-formatted Expense spreadsheet

Smart Vault

Pre-formatted Expense spreadsheet for Rentals