Bookkeeping, expenses, income, taxes, Tips

Business Tax Organizer-Get Taxes Prepared

Do you have a business and need to claim the income and expenses on your return? I will file a Schedule C for you. If you already have a system of tracking your income, get me a copy of that. But, if you just keep your receipts, please fill out this form and the filing of the Schedule C will go quicker which will save you money on preparation.

The PDF Version is found at:


The Excel Version is found at:



income, taxes

Tax Organizer

Here is a copy of the tax organizer I give to my clients. The form helps clients go through a list of all of the items you might need and make sure you have all the paperwork. It is also helpful for me to make sure that I didn’t miss any of the paperwork in your packet.

I included a PDF version. You can print it out and write in the information.

I also included an Excel Version. You can download it to your own computer and then fill in the information before printing it out. Caution: Your computer or version of Excel may change the formatting. If you don’t know Excel that well, this option is not recommended.

I will be sharing a Business Tax Organizer next week.

Excel Version: personal-tax-organizer

PDF Version:   personal-tax-organizer



Important Tax Dates 2017


Tax Season is coming fast. Here’s a list of some of this year’s important tax dates.

April 18, 2017 – Tax Filing/Extension Deadline

January 23, 2017 – IRS begins accepting E-filed returns.

February 15, 2017 – New this year, refunds that include the Earned Income Credit or Additional Child Tax Credit will be released on February 15. This is due to a new law so that refunds can be matched with W-2s filed. Don’t forget, it takes several days for financial institutions to process returns. And, with the President’s Day Holiday, refunds could be received as late as February 27, 2017.