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