This worksheet is for ALL taxpayers and includes items on your Schedule A. Use it in conjunction with your other worksheets.

If you file a Schedule C on your 1040 tax return, you can use this worksheet to organize your numbers. It’s modeled on the Schedule C form and is easy for your tax pro to understand.

Settle our debate in the comments: pumpkin or apple pie?! 🥧 Happy Thanksgiving! 🤍
In this month of thankfulness, I want to take today to express gratitude to a few of you: 🤍 To my clients, finances can be a sensitive, emotional topic, and I'm so grateful for your trust to let us in! I cannot thank you enough for letting us help
Aside from following us @steinkeandco, it's joining our community for business, tax, and accounting advice and best practices. 📧 Plus, you'll receive an exclusive freebie each month to help you better manage your business taxes or personal finances
In the future, you will thank yourself for booking a tax planning meeting BEFORE the end of the year! 📆 We know you love meeting with us during tax season. But that's too late to do anything for your taxes! While you can still do a few things in
Every entrepreneur needs to be using this recipe AT LEAST once a month... Do you want to end up with the finished product (a.k.a. clean financial reports) without having to do it yourself? Click the link in the bio! 📲 And remember, we're only ta
Contributing to a tax-advantaged retirement account is a powerful way to save for the future (and on taxes!). 📈 But choosing the right retirement plan depends on your goals! 💰 Swipe to learn some differences between a Roth and a traditional IRA.
Consider this your reminder to track these expenses in 2024 to make filing your taxes next year a breeze! 🗂️ Want to learn more about what documents you need to save for your tax filings? You can find tons of resources and worksheets on your websit
Call Us! 👋 Before you spend a TON of money (and time) on new software, let’s chat about what your business *actually* needs from your bookkeeping software. Your choice may depend on whether you need complex features, such as inventory and ti
The short answer is to ask your accountant to determine what's best for your tax situation! But generally, taxpayers whose total qualifying expenses in these categories exceed the standard deduction should itemize: 🩺 Medical and Dental Expenses (
I know it's only November, but you'd be shocked just how fast the 1099 deadline in January will sneak up on you! 😮 One of the biggest problems my clients face at the start of the year is chasing down W-9s from their contractors. 👀 You'll need thi

For 1099 MISC forms. You can use this to organize your vendors information. These are mostly for Rent, Vet and Medical payments. Only include payments that were made with your checking account. debit card, ACH, or Zelle. If you paid with a credit card, checkout page, Paypal, Cashapp, or Venmo, do not include!