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Boutique Tax Firm
Income Tax, Foreign Reporting, Small Business Accounting, and IRS Problems.

Tax Organizers TaxSheets™

TaxSheets™ is our collection of proprietary tax organizers and worksheets. For more than a decade, we have consistently made improvements with one goal in mind: to streamline the process of preparing your tax return.

Every tax season starts with the General Tax Organizer and Supplemental Worksheets. They help you identify the tax documents we need, collect pertinent information, and be a roadmap for staying organized.

All our TaxSheets™ are downloadable and can either be printed and completed by-hand or as a fillable PDF.

General Tax Organizer

General Tax Organizer

Download and complete this organizer prior to your scheduled tax appointment to help organize all your tax details effectively.

Rental Property Worksheet

Rental Property Worksheet

Download and complete this organizer prior to your scheduled tax appointment if you own rental property.

Small Business Worksheet

Small Business Worksheet

Download and complete this organizer prior to your scheduled tax appointment if you earned self-employment income through a small business, as a contractor, or in side-gig.

Supplemental Dependent Worksheet

Supplemental Dependent Worksheet

Download and complete this organizer only if you have more than two (2) dependents.

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