Tax Preparation Templates

Helpful Tax Templates

Our tax templates will help us consolidate your tax information & tax deductions to make sure you don’t miss any important tax saving opportunities. Send us your completed tax templates through our secure electronic tax filing webpage.


Tax Client Checklist

Home Office Deduction Form 8829 Expenses

Profit Loss Small Business Including Home Office

Schedule A Itemized Deductions & Other Personal Expenses

Schedule E Passive Income From Rental Property

Yearly Accounting Activity in Excel

Mileage Log Sample


You will need Adobe Acrobat reader to view and print the form out. If you do not have Acrobat Reader, click on Windows(R) or Macintosh(R) to download it.

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