What To Bring

What To Bring

Getting organized to prepare for your tax appointment

can save you a ton of time, and is well worth the effort.

If it’s just after tax season, this list will help you know what documents to keep an eye out for throughout the year and set aside. If your tax appointment is right around the corner, this list is a great resource to help you track down the right documents.

With all of the changes every year (and, of course, that’s especially true THIS year), filing your taxes on your own is not for the faint of heart. That’s even with nice-looking software on the market which purport to make it easy for you.

But that’s what we’re here for.
Let us be your easy button in Northern NJ.

Preparation Documents

  • Individual Taxpayer Organizer Sole Proprietorship and Rental

    The Individual Taxpayer Organizer for a Sole Proprietorship and Rental helps streamline tax preparation by organizing all necessary income, expense, and deduction information. For sole proprietors, it includes business income, self-employment taxes, and allowable deductions like office expenses and supplies. For rental properties, it tracks rental income, property management costs, repairs, and depreciation. Using this organizer ensures a thorough and efficient tax filing process, maximizing potential deductions and minimizing errors.

    Download Your Document
  • Individual Taxpayer Organizer Sole Proprietorship

    The Individual Taxpayer Organizer for Sole Proprietorship is designed to help self-employed individuals efficiently track and organize their business finances for tax filing. It includes sections for reporting income, tracking expenses such as office supplies, travel, and advertising, and calculating self-employment tax. By keeping detailed and accurate records, sole proprietors can maximize deductions, ensure compliance with tax regulations, and streamline the filing process.

    Download Your Document
  • Individual Taxpayer Organizer Rental Property

    The Individual Taxpayer Organizer for Sole Proprietorship is a comprehensive tool designed to help self-employed individuals organize their financial information for tax filing. It includes sections for tracking business income, expenses, deductions, and self-employment tax calculations. By keeping accurate records of costs such as office supplies, travel, and marketing, sole proprietors can maximize deductions, simplify tax preparation, and ensure compliance with IRS regulations.

    Download Your Document
  • Individual Taxpayer Organizer

    The Individual Taxpayer Organizer is a useful tool designed to help individuals gather and organize essential financial information for tax preparation. It streamlines the process by providing sections for reporting income, tracking deductions, and documenting expenses, ensuring accurate and efficient tax filing. Whether you’re self-employed, own rental properties, or have multiple income sources, this organizer helps maximize deductions, reduce errors, and stay compliant with tax regulations.

    Download Your Document
  • LLC Tax Organizer

    The LLC Tax Organizer is a structured tool designed to help Limited Liability Companies (LLCs) efficiently gather and organize the financial information for tax filing. It includes sections for tracking business income, operating expenses, deductions, and tax obligations, ensuring accurate and streamlined reporting. Whether your LLC is a single-member or multi-member entity, this organizer helps maximize deductions, maintain compliance, and simplify the tax preparation process.

    Download Your Document
  • S Corporation Tax Organizer

    The S Corporation Tax Organizer is a valuable tool designed to help S Corporations efficiently compile and organize financial information for tax filing. It includes sections for tracking income, business expenses, shareholder distributions, payroll, and deductions to ensure accurate reporting and IRS compliance. By keeping detailed records, S Corporations can streamline tax preparation, maximize deductions, and maintain proper documentation for corporate tax obligations.

    Download Your Document
  • C Corporation Tax Organizer

    The C Corporation Tax Organizer is a comprehensive tool designed to help C Corporations efficiently gather and organize financial data for tax filing. It includes sections for tracking revenue, operating expenses, deductions, payroll, and corporate tax obligations to ensure accurate reporting and IRS compliance. By maintaining detailed records, C Corporations can streamline tax preparation, maximize deductions, and ensure proper documentation for corporate tax filings.

    Download Your Document
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