Use a tax organizer to gather necessary information for tax preparation. It is a fillable PDF, so you can enter data into the form directly. You may also use it as a guide. Please be in touch with any questions or special circumstances.
Pick from the following which you’d like to download
Tax Organizer 2019 includes small business income and expenses
Google Sheets Organizer (Make a copy, edit with your information and share with me)
Look forward to working with you in 2020!