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 (2 page)  (watch this video to walk you through the form)

Recurring Client Form (2 page)  (watch this video to walk you through the form)

Dependent Children Form (watch this video to walk you through the form)

If you have a parent or non-child that is your dependent

Self-employed and 1099 Worksheet – (watch a video here that will walk you through filling out this worksheet. Also read our self-employment tips at the bottom of this page)

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 or independent contractors, these are my tips for saving time and money and making the most of being self-employed.