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.
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 or independent contractors, these are my tips for saving time and money and making the most of being self-employed.
If you have already had the “Should I incorporate or do an LLC” conversation with us please click below: