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2025
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Welcome 👋
Let’s get your 2025 taxes organized. Work through each section, confirm your income and deductions, then submit to your preparer.
Overall progress0 of 6
Income Review
These deposits were loaded live from your Google Sheet. Review each row and answer the questions below.
Total Deposits
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Transactions
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Flagged Items
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Data Source
Google Sheets
| Date | Description | Source / Payer | Amount | Category | Action |
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Total: —
❓ Question 1 of 6 — Income Completeness
Is all of your income for this tax year shown in the table above?
Include cash payments, Zelle/Venmo/PayPal transfers, rental income, consulting fees, or any other money received not shown above.
❓ Question 2 of 6 — Personal vs. Business
Were any deposits above personal — loan repayments, gifts, insurance, or transfers that are not business income?
These need to be excluded from your gross income.
Section 1 of 5
1099 Forms
Businesses that paid you $600+ must send a 1099. Cross-reference the table below with your actual forms.
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1099-NEC = commissions/freelance · 1099-MISC = rent, prizes · 1099-K = PayPal, Stripe, Venmo. All should arrive by January 31st. Mismatches with IRS records trigger notices.
| Form Type | Issuer / Payer | EIN | Amount Reported | Status |
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Total 1099 Income: —
❓ Question 3 of 6 — 1099 Receipt
Have you received any 1099 forms? Upload all copies below so your preparer can verify the amounts match what was reported to the IRS.
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Drop your 1099s here, or click to browse
Your preparer will review each one
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Business Expenses
Review your expenses loaded from Google Sheets. Confirm or flag any items before your preparer finalizes your deductions.
Total Expenses
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Transactions
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Top Category
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Needs Review
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| Date | Description | Vendor | Amount | Category |
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❓ Question 4 of 6 — Missing Expenses
Are there business expenses not shown above that you want to deduct?
Common items real estate agents miss:
🚗 Mileage🏠 Home Office
📱 Phone/Internet🎓 Continuing Ed
📸 Photography🔑 Lockbox/Signs
🤝 Client Gifts📋 MLS/NAR Dues
📱 Phone/Internet🎓 Continuing Ed
📸 Photography🔑 Lockbox/Signs
🤝 Client Gifts📋 MLS/NAR Dues
Home Office & Vehicle
Two of the most valuable — and most commonly missed — deductions for self-employed professionals.
🏠 Home Office
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Must be used regularly and exclusively for business. Simplified method: $5/sq ft, max 300 sq ft = up to $1,500 deduction.
❓ Question 5 of 6 — Home Office
Do you have a dedicated home office used regularly and exclusively for business?
🚗 Vehicle & Mileage
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2025 standard mileage rate: 70¢ per mile. Includes showings, client meetings, open houses. Does not include personal driving.
❓ Question 6 of 6 — Vehicle Use
Did you use a personal vehicle for business purposes in 2025?
Summary & Tax Estimate
Review your numbers before submitting to your preparer. All figures are preliminary federal estimates only.
Ready to Review
Income
| Bank/QB Deposits | — |
| Additional Reported | — |
| Gross Income | — |
Deductions
| Business Expenses | — |
| Home Office (est.) | — |
| Mileage (est.) | — |
| Total Deductions | — |
Net Profit
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SE Tax Est.
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Income Tax Est.
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Total Est. Tax
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Disclaimer: Federal estimates only. State taxes, credits, retirement contributions (SEP-IRA, etc.), and all adjustments will be finalized by your tax preparer.
Your Answers
Section 5 of 5