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Boutique Tax Firm

Specializing in tax accounting services for individuals and small businesses.

TaxSheets™

To prepare for your upcoming tax appointment, we use TaxSheets™. Both new and returning clients are required to complete the General Tax Organizer and to sign the included Service Agreement.

Our supplemental worksheets are available to clients with certain reporting requirements. If you earned self-employment income through a small business, as a contractor, or in side-gig then Business Income & Loss Worksheet is for you. How about a rental property that you own? We have a TaxSheets™ for that as well.

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

TaxSheets-General-Worksheet

General Tax Organizer

Download and complete this organizer prior to your scheduled tax appointment.

TaxSheets-Rental-Income

Rental Property Worksheet

Download and complete this organizer prior to your scheduled tax appointment.

TaxSheets-Business-Worksheet

Small Business Worksheet

Download and complete this organizer prior to your scheduled tax appointment.

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