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

¿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.
  • IRS – IRS website where you can search for Federal tax forms and information.
  • WHERE’S MY REFUND – Determine the status of your federal tax refund.
  • IRS ONLINE ACCOUNT – View your balance, payment history, notices, and transcripts, and make payments.
  • IRS DIRECT PAY – Pay your federal individual taxes directly from your bank account, free of charge.
  • EFTPS – Electronic Federal Tax Payment System for business tax payments, payroll deposits, and estimated taxes.
  • IRS TAX WITHHOLDING ESTIMATOR – Check whether your paycheck withholding is on track and update your W-4.
  • APPLY FOR AN EIN – Get a free Employer Identification Number for your business directly from the IRS.
  • ITIN INFORMATION – How to apply for or renew an Individual Taxpayer Identification Number (ITIN).
  • FLORIDA DEPARTMENT OF STATE – Where you can create or look up information on Florida LLC’s, Corporations, Fictitious names etc. (consult your attorney or CPA prior to creating a new entity).
  • SUNBIZ ANNUAL REPORT – File your Florida LLC or corporation annual report online. Due between January 1 and May 1 each year to avoid a $400 late fee.
  • SMALL BUSINESS ADMINISTRATION  – An excellent organization that offers FREE or low-priced information and classes.

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