Step 1: Complete our Tax Questionnaire
Fill out my online form.
Step 2: Send us your tax documents
Rental Real Estate? Use our template!
Fill out our Rental template if you have rental real estate.

Rental Property Template | |
File Size: | 35 kb |
File Type: | xls |
Do you have an unincorporated business?
Send Your Income and Expenses
You can provide us with a comparative income statement and balance sheet in excel or CSV.

Sample P&L and Bal Sheet | |
File Size: | 32 kb |
File Type: | xls |
Don't have financials?
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Don't have a list of assets?
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Complete and send the below schedule of
income and expenses. |
Complete the asset list template.
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