Tax Workbook: Fill Before You File

Fill out the form to get your custom quote.

Tackle taxes with ease

Organize your tax information with this easy-to-use workbook

Your tax preparer needs the details of your business activities to effectively build your company’s financial big picture. CPAs wish every small business would fill out this workbook first so they can help you avoid potentially painful fees and penalties.TaxWorkbookThumb.png

Use this workbook to organize all your tax data.

This workbook helps organize your data, including:

  • Basic company information
  • States of incorporation
  • Entity & incorporation details
  • Stock & ownership information
  • Income
  • Payroll & 1099 information
  • Tax credits
  • Foreign filing