Customer Tax Tools
Be prepared for tax time. Here you’ll find tools to help you prepare for tax preparation and manage your finances and, if you’re self-employed, your business.
For all customers
- Prepare + Prosper Intake Paperwork (see guide below for instructions on how to complete)
- Amendment Request Form (English)
- Homeowner + Renter Info Handout (English)
- Homeowner + Renter Info Handout (Spanish)
- Balance Due Half-sheet (English)
- Balance Due Half-sheet (Spanish)
For self-employed
- Self-Employed Tax Organizer (English)
- Self-Employed Tax Organizer (Spanish)
- Day Care Tax Organizer (English)
- Day Care Tax Organizer (Spanish)
- Income Expense Worksheet (English)
- Income Expense Worksheet (Spanish)
- Mileage Log (English)
- SETO cheat sheet (English)
- SETO cheat sheet (Spanish)
- Estimated Tax Payments (English)
Or call at 651-262-2159.