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Client Resources

Tax Forms & Documents (Downloadable Organizers & Checklists)

Rental Property Organizer

Free downloadable worksheet designed for landlords, property managers, and real estate investors. Keep track of rental income, expenses, repairs, depreciation details, mortgage interest, and year-end tax information. Perfect for preparing Schedule E and staying organized for tax season.

LLC Tax Organizer

A complete, downloadable worksheet designed to help LLC owners track income, expenses, assets, payroll, distributions, and year-end tax data. Perfect for preparing Form 1065 or Form 1120-S and keeping your business records organized for tax filing. Ideal for single-member and multi-member LLCs.

Mileage and Expense Log

Printable and fillable mileage tracker for documenting business, medical, charity, and personal travel. Designed for IRS-compliant recordkeeping to support mileage deductions and reimbursements. Perfect for small business owners, self-employed taxpayers, and employees who use a personal vehicle for work.

Self Employment Organizer

A complete, IRS-ready worksheet designed for freelancers, contractors, gig-workers, and sole proprietors to track income, expenses, mileage, home-office costs, and year-end tax information. Perfect for preparing Schedule C and maximizing business deductions.

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