Accepting New Clients
Click on yellow tab, "Enable Editing" after you open the spreadsheet. This will allow you to enter your information, and later "Save As" to your desktop. Give it a unique name like "John Doe 2023 Tax Year Personal"
REQUIRED - Personal Income and Expense (xlsx)
DownloadThrift Store Donation Valuation Guide. Rarely used anymore. Call (xlsx)
DownloadQuarterly Estimated Tax Payments You Made (xlsx)
DownloadIf You Expect A Refund, I Need Bank Information for DIRECT DEPOSIT (xlsx)
DownloadSmall Business Owner - Income and Expense (xlsx)
DownloadRental Property - Income and Expense (xlsx)
DownloadBusiness Use of Your Home - For The Self-Employed (xlsx)
DownloadVehicle Mileage Expense - Small Business or Rental Property (xlsx)
Download** Our GUARANTEE to beat H&R Block prices (applies to their in-store tax preparation services).
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