Tax Questionnaire - Forms and Info to Gather for Preparation of 2023 Taxes:

PDF Version / Excel Version / Word Version

Use this as a guide to make sure all of your documents and information are ready for tax prep!

Schedule C Income & Expense Tracking for Non-Employee/Contractor Income - Excel Workbook

The green tabs are if you want to track expenses by month/day, and the blue tabs are if you prefer by source/project/gig. The summary tabs are linked to the detail tabs, let Excel do the number crunching. Let me know if there's anything that's unclear or if you have any recommended changes.

Schedule E: Income & Expense Tracking for Rental Real Estate - Excel Workbook

Green cells are for filling in, anything else should be linked or calculated automatically. Please reach out with any specific questions.