Tools & Downloads

Use this worksheet for your initial client advisory meeting with your business advisor, or when working with other advisors when you need to provide them with important information about your business.

Download the Business Details for Your Advisor Template

A cost segregation study can help substantially reduce your income tax liability when you are an owner/operator of real estate.  Use this worksheet to calculate your potential write off.

Download the Cost Segregation Study Tax Savings Estimator

We’re building something amazing that will show up here soon.

This is a great tool when you aren’t sure where to start when making your first budget.

Download the DIY Budget Tool

Not sure where to start building your chart of accounts?  Download this general business that applies to most businesses for examples and to learn more.

Download the Chart of Accounts Template

Use this worksheet to make sure your loan balances between related businesses agree to each other.

Download the Inter-Company Reconciliation Worksheet

Come tax time, the last thing you want is to find our your books aren’t ready. Use this checklist to make sure everything is squared away.

Guide if You Use Accounting Software

Guide if You DO NOT Use Accounting Software

We’re building something amazing that will show up here soon.

We’re building something amazing that will show up here soon.

Use this worksheet to keep track of your medical expenses throughout the year, or to summarize your information at year-end for tax return preparation.

Download the Medical Expense Worksheet

Use this worksheet to keep track of your charitable contributions throughout the year, or to summarize your information at year-end for tax return preparation.

Download the Charitable Contribution Worksheet

This is the same template we use when responding to a tax notice on your behalf.  It’s a great starting point if you’d like to tackle responding to you a notice yourself.

Download the Tax Notice Response Template

Use this worksheet to make sure your loan balances between related businesses agree to each other.

Download the Inter-Company Reconciliation Worksheet

This is the same template we use when responding to a tax notice on your behalf.  It’s a great starting point if you’d like to tackle responding to you a notice yourself.

Download the Tax Notice Response Template

Come tax time, the last thing you want is to find our your books aren’t ready. Use this checklist to make sure everything is squared away.

Guide if You Use Accounting Software

Guide if You DO NOT Use Accounting Software