Monthly Profit & Loss Worksheet  PDF
Monthly Profit/Loss worksheet for self-employed and home-based business owner.  Great tool to track your profits.
Form W-4 (2013) Employers Withholding Form  PDF
Adjust your employer withholdings to maximize your take-home pay!
Form W-9  Tax ID Number Certification PDF
Helps Employers verify tax identification status inorder to protect themselves. 
Business Expenses for Self Empl/Home Biz PDF
This is a list of business expenses for the self-employed and home-based business owner of what you can legally deduct!
Need a form?  Let us know what you would like to see.
Type in below and click "submit".
Annual Profit & Loss Worksheet  PDF
Annual Profit/Loss worksheet for self-employed and home-based business owner.  Great tool to track your profits and submit for tax preparation.
Rental Property Worksheet  PDF
For those who own rental properties or vacation homes.  Use this to track annual expenses for tax preparation.
Client Preparation Checklist  PDF
IMPORTANT!  This one tells you what to bring or send to us to get every possible, legal deduction!
Unreimbursed Employee Expenses  PDF
This is for the potential unreimbursed employee expenses that you may have incurred throughout the year.
Gambling Winnings/Losses  PDF
IMPORTANT!  This one is used if the IRS questions your Gamling Losses versus Winnings.
Tax Forms & Downloads
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Freedom Financial Services
1557 Grand Ave. - Suite A
San Marcos, CA 92078
SM