Download the worksheets, checklists, and organizers that make tax season a little easier. 1st Step Accounting is here to help you receive your maximum refund and get your taxes done efficiently.
Fill these in ahead of time and we can spend your Discovery Call on the parts that actually need a conversation.
Log what came into the business and what went back out, category by category, so nothing gets missed at filing time.
Download PDFFor property owners: rent collected, repairs, mortgage interest and everything else your rental return depends on.
Download PDFThe documents to gather before you file, so you are not hunting for a missing form at the last minute.
Download PDFA guided organizer for your personal return, walking you through income, deductions and credits section by section.
Open organizerDownloads are a good start. A 15-minute Discovery Call is where we work out what you actually need.
Pick a time that works for you.