Do Well Consulting Tax Portal
This link will allow you to create a secure client profile and upload your tax documents.
Access your online or downloadable Data Forms
Try the new feature
Single Member Business Income and Expense online data form
Use the link to access the business income and expense document in form mode. Answer the appropriate questions, and when done hit submit. We'll have your responses on our end, so no need to upload the form to the tax portal.
Try the new feature
Rental Property Income and Expense online data form
Use the link to access the rental income and expense document in form mode. Answer the appropriate questions, and when done hit submit. We'll have your responses on our end, so no need to upload the form to the tax portal.
Downloadable tax data forms
- The PDFs are blank forms that can be edited with PDF editor or printed and completed manually.
- The docx forms are word docs that can be fillable online through Microsoft Word or Google Docs.
- Deductions and Credits is for all with the applicable information. Remember the deduction amount must exceed the standard deduction to make an impact on the return. There is an additional cost to itemize your tax return.
- The income and expense forms are for your respective business.
2025 Standard deduction & Tax Brackets
