Templates & Forms

Here you will find Documents and Forms to assist you in tax preparation and tax planning

All documents and forms can be securely submitted to us via our client portal.

Business Profit & Loss Template

Easy way to track your transactions and expenses for your business.

Formato de Reporte de Ganancias y Perdidas

Planilla para hacer seguimiento a ingresos, gastos y transaciones para su negocio.

Rental Real Estate P&L

Easy way to track your transactions and expenses for your rental.

Lista de +99 deducciones de impuestos

¿Te preguntas qué puedes deducir en tus impuestos de negocio? ¡Tranquilo, que nosotros te ayudamos!

+99 Business Tax Deduction List

Curious about what you can deduct for your business taxes? We've got you covered!

Important Links

There are many free and helpful resources all over the internet that small businesses can benefit from.

Here are several helpful tax and accounting resources we recommend (feel free to share your recommendations with us):

  • QuickBooks Online - Bookkeeping tool for your business. Get 30% off the first 6 months.