This is the MOST vital part of this questionnaire! The more detailed information you can submit to me, the better results you will have with our plan!
Instructions: Please fill the expense sheet the average amount you pay in a month.
Do not include expenses that you currently deduct in a business.
The more thorough you are with this information, the better the plan we can create for you!
Download the expense sheet here as an excel.
To download the spreadsheet as an excel you need to Click File at the top of the window, then Download As, then select the Microsoft Excel option. You can then click the downloaded file to have it open in Microsoft Excel. Once filled save the file and upload.
We will review these expenses during our planning phase to look for possible hidden business deductions.
NOTE: Please open the excel copy from your desktop and review it before you upload it! Make sure it's complete and accurate to the best of your ability and that your #'s saved! Keep a copy of this document until your plan is completed by our team and delivered to you.