Forms

Landlords, Small Business and Independent Contractors. Our fees do not include year-end financial reports as part of our tax fees. This is usually an ongoing accounting concern. View our accounting service image below which includes year end taxes if this is something you would like to consider going forward. The following templates will assist You & Us in making sure we file your taxes in the manner that is consistent with your position. These forms form the foundation of your tax return so it is advisable to spend a little bit of time and where there are questions, we can help. Thank you again! Robert C. Ayala

Schedule C, Auto Worksheet

Did you Sell your personal home or investment property in 2023? Whether you are claiming an exception to income taxes or not the following two forms must always be reconciled before any tax is calculated. Questions? We’re here to help.

Schedule D, Form 8949