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)

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.