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!
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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.
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Freedom Financial Services
1557 Grand Ave. - Suite A
San Marcos, CA 92078