Client Resources

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FOR FREELANCERS AND SMALL BUSINESS OWNERS

This is a handy tool for freelancers to categorize and sum their expenses for the year.
(Please note that S-Corps, C-Corps and Partnerships should only use this organizer to add in personal expenses that were missed on your formal financial statements prepared by your accountants.)

RENTAL REAL ESTATE

Here is the organizer for rental real estate. If you collect any income from a rental property you must complete this form.

FOREIGN BANK ACCOUNT REPORTING (FBAR)

Here is the organizer for reporting foreign bank accounts and assets. You must complete this organizer and upload it if you have assets in another country of more than $10,000.