Download PDF Forms
Use these guides to help you prepare for your tax appointment.
For self-employed persons: Total your income from all your sources including cash, credit, paypal, zelle, venmo, etc. Next, add up your expenses into different categories. These are general spreadsheets so you may customize it by entering the name of your expenses in the blank columns. Remember to save your receipts!
For wage earners: Total your expenses for the year according to your profession. Keep in mind federal taxes no longer allow work deductions on a Schedule A but the state of California still allows work expense deductions. Remember to save your receipts!
Prepare for your tax preparation appointment
Click the PDF down below to download spreadsheet guides to help with your tax needs.
Self-Employed
The most commonly requested spreadsheet. Use this guide to create your profit and loss statement for the year. Total your income from all your sources including cash, credit, paypal, zelle, venmo, etc. Next, add up your expenses into different categories. This is general spreadsheets so you may customize it by entering the name of your expenses in the blank columns. Remember to save your receipts!
Truck Driver
Truck drivers use this spreadsheet to total your income and expenses for the year.
Child Care Providers
Child care providers use this spreadsheet to total your income and expenses for the year.
Law Enforcement
Law Enforcement use this spreadsheet to total your expenses for the year.
Long Form
Homeowners use this spreadsheet to total your tax deductible expenses for the year.
Rental Properties
For rental properties, please use one form per rental.