Tax Organizer
The whole package. It's more beneficial to get our personalized version, but a handy tool nonetheless.
Form 2106
A useful guide for clients who use their vehicles for work or incur any other employee business expenses.
Extensions
Not going to be able to file by the deadline? Use these forms and instructions for both federal and state. Please send us a copy of what you submit so we're on the same page.
Sale of Home
If you sell your home or relocate for business purposes, this form will help you know which information is to gather.
Form 8829
Form 8283
Schedule C
Are you self-employed? This list of common business expenses is very helpful in determining what you can write off.
Schedule D
Keep track of all your stock transactions with this form. If it gets too confusing, just send us your 1099-B's and we'll take care of it.
Schedule E
All the information you'll need if you have a rental property or rent out a part of your own home.