Maximize Your Refund With These Downloads
Get organized. It helps you to obtain the best refund, only fill out the portions of the organizer that apply to you.
Click the link below to download the file.
2023 Individual Taxpayer Organizer – Fillable pdf form to help you organize your tax information and help you remember what is needed. Itemized deductions are on page 4.
Rental Property Organizer – Information for 3 rental properties on one page. Helps you to remember all the expenses.
Sole Proprietor Organizer – Fillable pdf form for your small business, so you don’t forget expenses.
How to Generate your Coinbase Report – If you are not using the Cointracker.io app, then you will have to generate a purchase and sale document for your virtual currency transactions.
If you received gifts via Zelle or another payment app, please check if they issued a Form 1099K. We will have to report it and explain that it was for gifts.
If you will be claiming
- Head of Household
- Dependents
- Earned Income Credit
- Education Credits
Please fill out this form and bring proof of your relationship to the dependent, and any other proof on the list.