Executive Tax Advisors

Tax Document Templates

Business Income and Expenses

Fill out this template and provide a copy of your tax forms, statements and balance sheets. Please use one template per business, if you have more than one.

Business_Income_ExpensesDownload

Rental Income and Expenses

Fill out this template for each rental, if you have more than one.

Rental_Income_ExpensesDownload

Balance Sheet

Balance_SheetDownload

Form W-9

Form W-9Download

1099 Forms Client Template

ETA_1099_Client_TemplateDownload
Mac Version – ETA_1099_Client_TemplateDownload

Please send us a PDF when saving Mac files. You can find instructions here.