October 19, 2023

2023 Business Tax Planning & Organizing

Thank you for choosing Wendroff & Associates to assist with your Strategic Tax Planning!
To prepare for our session, here are some helpful spreadsheets to use if you/your spouse are self-employed and/or if you have rental property and you’re not currently tracking this income in QuickBooks or another source.

Supplemental Spreadsheets for Rentals and Businesses

Please download and complete the spreadsheets below as applicable for your 2023 tax year to assist with tax planning.

Click here to download the Rental Income Spreadsheet

If you owned rental property in 2023, please complete this spreadsheet. Use a separate sheet for each property.

Click here to download the Business Income & Expense Spreadsheet

If you had a business in 2023, in which you were a 1099 contractor, sole proprietor or single member LLC, and did not use QuickBooks for tracking your business income and expenses, please complete this spreadsheet.

Click here to download the Home Office Spreadsheet

If you had a business with Home Office expenses in 2023 please complete this spreadsheet. (Including QuickBooks users.)


We look forward to serving you again throughout the upcoming tax season!

Please let us know if you have any questions. 703-553-1099

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