Welcome to your one-stop vault of worksheets, spreadsheets, tax documents, and compliance forms. Everything is grouped by topic so you can scan, click, and download in seconds.
Always double-check you have the current-year version before filing. Look for the revision date (e.g., “Rev. December 2024”) on page 1 of any government PDF.
1. Personal Finance & Budgeting 📊
| Form / Template | Purpose |
|---|---|
| Zero-Based Budget (XLSX) | Allocate every dollar |
| Monthly Cash-Flow Tracker | Sequence paydays & bills |
| Debt Snowball / Avalanche | Strategic payoff plan |
| Emergency-Fund Calculator | Set savings target |
| Net-Worth Statement | Quarterly snapshot |
| SCORE 5-Year Projections | Side-hustle forecasts |
2. Federal Individual-Tax Forms 💵
| Form | Purpose |
|---|---|
| 1040 (2024) | Core U.S. return |
| 1040-ES | Quarterly estimates |
| W-4 (2025) | Update withholding |
| W-9 | Provide TIN |
| 4868 | File extension |
| 1040-X | Amend return |
| 4506-T | Get IRS Tax transcripts |
3. Federal Business & Payroll-Tax Forms 🏢
| Form | Purpose |
|---|---|
| 1120 | C-Corp return |
| 1120-S | S-Corp return |
| 1065 | Partnership return |
| 2553 | Elect S-Corp |
| 941 (2025) | Quarterly payroll |
| 940 | Annual FUTA |
| 8300 | Report cash ≥$10 k |
4. Employer & HR On-Boarding 👥
| Form / Resource | Purpose |
|---|---|
| I-9 | Verify work eligibility |
| Timesheet & PTO Log | Track hours / leave |
| State New-Hire | Mandatory notice |
| 8850 (WOTC) | Prescreen target hires |
| E-Verify | Optional federal check |
5. Business Formation & Compliance 📝
| Form / Template | Purpose |
|---|---|
| SS-4 | Get an EIN |
| FinCEN BOI Report | Beneficial owners |
| Secretary-of-State Directory | LLC / Corp filing |
| LLC Operating Agreement | Member roles |
| Corporate By-laws | Board structure |
| 8832 | Change tax entity |
| 1023-EZ | Fast-track 501(c)(3) |
6. SBA Loan & Grant Paperwork 💸
| Form | Purpose |
|---|---|
| SBA 1919 | Borrower info |
| SBA 1920 | Lender guaranty |
| SBA 413 | Personal FS |
| SBA 159 | Fee disclosure |
| SBA 912 | Personal history |
| SBA 148 & 148L | Unconditional guarantees |
7. Accounting & Bookkeeping 📚
| Template | Purpose |
|---|---|
| General Ledger | Double-entry journal |
| Income Statement | Monthly & YTD P/L |
| Balance Sheet | Assets=Liabilities+Equity |
| A/R & A/P Aging | Monitor receivables |
| Expense Report | Employee reimbursements |
| Mileage Log | IRS mileage |
| Depreciation Schedule | MACRS & SL |
| Cash-Flow Statement | Indirect cash flow |
8. Investing & Retirement 📈
| Worksheet / Form | Purpose |
|---|---|
| IRA Calc (Roth vs Trad) | After-tax comparison |
| IRS RMD Worksheet | Required distributions |
| Cost-Basis Log | Track lots & wash sales |
| Beneficiary Form | Update heirs |
| 8606 | Nondeductible basis |
| 5500-EZ | Solo 401(k) filing |
9. Business Valuation & Exit Planning 🚀
| Tool / Template | Purpose |
|---|---|
| DCF & Multiples Workbook | Full valuation model |
| SDE Worksheet | Normalize owner perks |
| Acquire.com Valuation | SaaS exit range |
| Letter of Intent | Outline deal terms |
| Seller-Financing Note | Structure earn-outs |
10. Insurance & Risk Management 🛡️
| Template | Purpose |
|---|---|
| ACORD 25 Certificate | Proof of coverage |
| Incident Report | Log workplace events |
| Business Continuity | Disaster readiness |
| OSHA 301 | Incident record |
| OSHA 300A | Annual summary |
11. Legal & Administrative ⚖️
| Template | Purpose |
|---|---|
| Mutual NDA | Protect confidentiality |
| Non-Circumvention | Block work-arounds |
| Independent-Contractor AG | Scope & IP rights |
| Board Resolution | Record votes |
| Meeting Minutes | Document sessions |
| Purchase & Sale AG | Asset / stock deal |
12. Travel & Identification ✈️
| Form / Portal | Purpose |
|---|---|
| DS-11 Passport | First-time passport |
| DS-82 Renewal | Renew by mail |
| DS-5504 Correction | Amend passport |
| DS-160 Visa App | Non-immigrant visa |
| ESTA Portal | Visa-Waiver travel auth |
| Trusted Traveler Programs | Global Entry / NEXUS |
13. Consumer Protection & Complaint Forms 🛠️
| Portal | Resolves |
|---|---|
| CFPB Complaint | Credit & banking issues |
| FTC Fraud | Scams & ID theft |
| Do-Not-Call Registry | Block telemarketers |
| DOT Air-Travel Complaint | Airline issues |
| NHTSA Safety Complaint | Vehicle defects |
| CPSC Product Report | Hazardous products |
| BBB Complaint | Marketplace disputes |
| HUD 903-1 | Fair-housing claims |
| IdentityTheft.gov Affidavit | ID-theft recovery |
Disclaimer: Forms are provided for educational use only; consult a qualified professional for legal, tax, or accounting advice.