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Free Tools

In addition to our services and guidance in helping you plan, document and file your various financial matters, we offer useful tools for your benefit. Some of these outline specific deductions for business professionals.

  • Personal Information Worksheet – A form to help you organize all your important information for tax preparation purposes.

Worksheets by Profession

Help for business professionals in identifying deductions specific to their industry

  • Daycare Worksheet
  • Real Estate Agent Worksheet
  • Rental Property Worksheet
  • Self-Employed Worksheet

Just fill out our brief form to gain access to any of our planning tools:

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Please contact us if you have any questions with these forms or anything else.

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