Accountant Guided Tax Prep Kit

Stay Organized. Save Time. Maximize Deductions.
Tax season doesn't have to be stressful.
The Accountant-Guided Tax Prep Kit was created to help small business owners stay organized throughout the year, simplify tax preparation, and gather the information their accountant needs in one convenient place.
Whether you're a freelancer, consultant, entrepreneur, or small business owner, this fillable PDF workbook helps you track income, expenses, mileage, deductions, and important tax information so you're prepared when tax season arrives.
What's Included
This 13-page fillable PDF includes:
✔ Business Overview Worksheet
✔ Income Tracker
✔ Expense Tracker
✔ Mileage Tracker
✔ Monthly Income Summary
✔ Annual Expense Summary
✔ Deduction Checklist
✔ Tax Planning Worksheet
✔ Quarterly Tax Planner
✔ Important Tax Dates Reference
✔ Year-End Tax Prep Checklist
✔ Tax Savings Ideas Worksheet
✔ Notes & Questions for Your Accountant
✔ Resource List for Key Financial Contacts
Designed For
Small Business Owners
Freelancers
Consultants
Self-Employed Professionals
Independent Contractors
Etsy Sellers
Online Business Owners
Service-Based Businesses
Benefits
✓ Stay organized all year long
✓ Save time during tax season
✓ Track deductible expenses more effectively
✓ Prepare for quarterly tax payments
✓ Improve communication with your accountant
✓ Reduce last-minute scrambling for documents
✓ Keep important tax information in one place
Product Details
Format: Fillable PDF
Delivery: Instant Download
Device Friendly: Use on desktop, laptop, or tablet
Print Option: Print as many copies as needed for personal business use
Instant Digital Download
This is a digital product.
No physical item will be shipped.
Your files will be available immediately after purchase through your Wix account.