PFG Business Form
All-In-One Expense Worksheet
The PFG Business Form is a quick, easy way for clients to report their yearly business income and expenses in one organized place—so tax prep is faster, cleaner, and less stressful. It helps you capture the big-picture numbers, track common business write-offs, and note key items like mileage, equipment purchases, and home office costs, all on a simple worksheet you can complete and send back with confidence.
