Useful Forms

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.