Downloadable Forms & Tools

Downloadable Forms & Tools

Here you will find downloadable PDFs and spreadsheets to help simplify your numbers.

2012 Tax Organizer – A blank version of the organizer we mail out to our clients to assist them in gathering the needed information for the year’s tax return.

Tax Calculation Template for S Corp and LLCs – You can use this tool to do a quick “Accrual to Cash Basis” conversion to calculate how much in estimated taxes you should distribute to the shareholders each quarter.  There are separate tabs for each quarter’s calculation.  This allows you to manage your business data on the accrual basis, and yet keep an eye out for taxes on the cash basis and decide quarter to quarter how much to either pay in or set aside.