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You are here: Home / Archives for Forms & Worksheets

Tax Preparation Checklist 2020

View or Download the TAX PREPARATION CHECKLIST (PDF form) … [Read more...]

Filed Under: Forms & Worksheets, Tax Preparation Checklist, Tax Topics

Tax Preparation Checklist 2019

View or Download the TAX PREPARATION CHECKLIST (PDF form) … [Read more...]

Filed Under: Forms & Worksheets, Tax Preparation Checklist, Tax Topics

Worksheet for Self Employed

WORKSHEET: Self-Employment Worksheet OPEN/DOWNLOAD ARTICLE: Self-Employment Tax … [Read more...]

Filed Under: Forms & Worksheets, Tax Topics

Rental Income & Expenses Worksheet

OPEN WORKSHEET: Rental Income and Expenses Worksheet OPEN/DOWNLOAD ARTICLE: Rental Income and Expenses … [Read more...]

Filed Under: Forms & Worksheets, Tax Topics

Non cash Charitable Donation Tracker

OPEN FORM: Non cash Charitable Donation Tracker … [Read more...]

Filed Under: Forms & Worksheets, Tax Topics

Mileage and Expense Log

Most employees and self-employed taxpayers can use this chart. Do not use this chart if the taxpayer’s home is the principal place of business. OPEN/DOWNLOAD: Mileage and Expense Log … [Read more...]

Filed Under: Forms & Worksheets, Tax Topics

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Recent Posts

  • Adjusting Your Tax Withholding
  • Should You Consider Tapping the Equity in Your Home?
  • A Wealth of Information: How to Read a Mutual Fund Prospectus
  • GDP Growth Highest in 37 Years
  • High Inflation: How Long Will It Last?
  • Avoiding Probate
  • Food Inflation: What’s Behind It and How to Cope

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Recent Posts

  • Adjusting Your Tax Withholding
  • Should You Consider Tapping the Equity in Your Home?
  • A Wealth of Information: How to Read a Mutual Fund Prospectus
  • GDP Growth Highest in 37 Years
  • High Inflation: How Long Will It Last?

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Copyright 2019 - ERB FINANCIAL is an independent contractor who offers securities and advisory services through Excel Securities & Associates, Inc., 200 Canal Park Blvd, Rochester, NY 14623, 585-424-1234 • Excel Securities & Associates, Inc. and Erb Financial are separate entities; There is no common ownership between the two. Excel Securities & Associates, Inc. is a Member of [FINRA] and [SIPC]
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  • Home
  • About
    ▼
    • Our Company
    • Our Team
  • Tax
    Services
  • Investment
    Services
  • Resources
    ▼
    • Helpful Links & Websites
    • Financial Calculators
    • Tax Topics
    • Tax Preparation Checklist
    • Newsletters
    • Forms & Worksheets
  • Blog
  • Contact
    ▼
    • Contact Us
    • Driving Directions
  • broker