TAX FILING
Let us take care of your Quarterly and Annual Tax Filing for you and/or your business. You want a team of professionals that will not only provide a level of strategy and planning, but will do so in a transparent manner with you in mind.
*View needed items below*
PROOF OF INCOME:
W-2 FORM
1099 FORM
BANK STATEMENTS
CHECK STUBS
PROOF OF EXPENSES:
PROFIT & LOSS REPORT
RECEIPTS
BANK STATEMENTS
OTHER VERIFYING DOCS
IDENTIFICATION:
DRIVER’S LICENSE
PROOF OF SOCIAL
PREVIOUS TAX RETURNS
Power of Attorney Required*
Take control of your finances—one month at a time.
The AP Elite 2027 Budget Journal is a beautifully designed journal that helps you stay organized, build healthy money habits, and work toward your financial goals throughout the year.
Whether you're budgeting for the first time or simply looking for a better system, this journal provides practical tools to help you stay focused and intentional with your finances.
What's Included:
✔ 2027 Calendar
✔ Welcome & Journal Guide
✔ Annual Financial Goals
✔ Bills at a Glance
✔ Emergency Fund Tracker
✔ Monthly Money Moments
✔ Monthly Budget Worksheets
✔ SMART Goal Planner
✔ Grocery Lists
✔ Weekly Meal Planning
✔ Habit Tracker
✔ Notes Pages
✔ 80 professionally designed pages
Perfect For:
• Personal budgeting
• Financial planning
• Saving money
• Debt payoff
• Goal setting
• First-time budgeters
• Families
• College students
• Young professionals
• Anyone ready to become more intentional with their money
Physical journal will be shipped.
Important Information
• Personal use only
• No refunds
Created by AP Elite.