Tampa, FL
(813) 563-9697
Tax Toolkit
Tax Checklists & Worksheets
Navigating tax season has never been easier.
Our Tax Return Toolkit includes resources designed to simplify the process for individuals, businesses, and nonprofits.
Whether you're preparing your personal return, business taxes, or overseeing nonprofit operations, our checklists and other resources, provides everything you need to stay organized and maximize your deductions.
Individual Tax Preparation Checklist
Make tax season stress-free with our Comprehensive Tax Preparation Checklist. This essential guide helps you gather all the necessary documents and information needed to file your taxes accurately and confidently. Stay organized and maximize your deductions with ease using this checklist. Additional recourses are available below.
Business Tax Preparation Checklist
Make business tax preparation easy with our Comprehensive Business Tax Prep Checklist. This essential guide helps small business owners and entrepreneurs s gather all the required documents, maximize deductions, and ensure accurate tax filing. Download our checklist today and simplify your business tax preparation process!
Nonprofit Tax Preparation Checklist
Ensure a smooth and stress-free tax filing process with our Comprehensive Nonprofit Tax Prep Checklist. These essential guide helps nonprofit organizations gather all necessary financial records and maintain IRS compliance. Avoid errors and stay organized. Download the checklist today and simplify your nonprofit tax preparation!
Individual Tax Deduction Checklist
Maximize your savings with our Individual Tax Deduction Checklist. Review the various eligible deductions and credits available to help to reduce your tax liability as much as legally possible.
Business Tax Deduction Checklist
Identify and claim all your eligible deductions with our Business Tax Deduction Checklist. Designed for small business owners and entrepreneurs to help guide and track deductible expenses, reduce your tax liability, and optimize your savings.
Cash & Non-Cash Donations Calculator
Accurately determine the value of your non-cash charitable contributions with our easy-to-use Non-Cash Charitable Donations Calculator. Simplify your donation tracking and maximize your tax savings today!
Rental Property Worksheet
Stay organized and maximize your tax deductions with our Rental Property Worksheet. Easily track rental income, expenses, and depreciation to simplify tax filing and ensure accurate reporting. Take control of your rental property finances and streamline your tax preparation today!
Self-Employment Worksheet
Effortlessly track your self-employment income with our easy-to-use worksheet. Designed for freelancers, entrepreneurs, and small business owners, this tool helps you record, organize, and manage your earnings for accurate and stress-free tax reporting.
Major Contributors $5,000+
Estimated Tax Payment Log
Stay on top of your quarterly tax payments with our Estimated Tax Payments Log. Keep your records organized and avoid penalties with this tracking tool designed for business owners and self-employed individuals.
Business Auto Worksheet
Track and calculate your vehicle expenses for business use ONLY with our Business Auto Worksheet. Make sure mileage is accurately tracked and reporting of vehicle cost to maximize your tax savings. Please note: This is not for W-2 employees.
Home Office Worksheet
Calculate and document the home office deduction accurately with our Home Office Worksheet. Easily calculate qualifying expenses to take full advantage of this valuable tax benefit for business owners with ease and less confusion.
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