Tax Organizers

Tax Organizer Forms and Worksheets:

New Clients: Fill out the New Client Form below plus any worksheets that apply to you.

Current Clients: Fill out the Recurring Client Form below plus any worksheets that apply to you.

New Client Tax Form (3 page)

Recurring Client Form (3 page)

Self-employed and 1099 Worksheet – (also read our self-employment tips at the bottom of this page)

(If you get paid by W2 but have expenses that are not reimbursed use the self employed form to list expenses)

Rental Income and Expense Worksheet

Living Abroad Tax Form

FBAR form if you have over $10,000 in a foreign bank

Getting your taxes done by a professional has never been so easy!

Getting your taxes done by a professional has never been so easy!

Jenya’s small business tips for the self-employed: for those of you that are self-employed, these are my tips for saving time and money and making the most of being self-employed. I’ll be adding to it over the years, but as of January 2018 these are the things I tend to say to people on the phone every day.