Free NYC EI
Tax Worksheet 2026

Built specifically for NYC early intervention therapists on 1099. Mileage log, 60+ deductions including every EI-specific write-off, quarterly payment calculator, and NYC taxes all in one Excel file.

60+Deduction line items
6Tabs, all auto-connected
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What's inside

6 tabs, everything connected

Most tax worksheets are generic. This one is built specifically for NYC EI therapists on 1099 — with every discipline-specific deduction, NYC city tax, MCTMT, and the quarterly payment amounts you need to avoid IRS penalties.

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Dashboard

Auto-calculates your full tax picture: SE tax, federal, NY State, NYC city tax, MCTMT, and balance due — all from your other tabs.

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Income tracker

Track sessions and rates from up to 4 agencies, broken down by quarter. Matches your 1099-NEC forms at year-end.

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Mileage & transit log

72.5 cents/mile auto-calculated. Separate section for NYC subway, bus, and ferry fares between clients.

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Deductions checklist

60+ line items covering assessment tools, therapy supplies, home office, health insurance, SEP-IRA, and more. With notes on what documentation to keep.

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Quarterly calculator

Enter last year's total tax, get your safe harbor payment amount. Dates pre-filled: Apr 15, Jun 16, Sep 15, Jan 15.

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Instructions

Plain-language guide to each tab, what documentation to keep per deduction, and the 4 biggest wins for NYC EI therapists.

Built for EI therapists

Deductions most NYC EI therapists miss

Generic tax worksheets don't include these. This one does.

Assessment tools (CELF, GFTA, EVT, Bayley)
NYC subway / bus fares between clients
Proloquo2Go, LAMP, Articulation Station
Feeding therapy supplies (NUK, chewy tubes)
NYC DOH fingerprinting fee
Supervision fees paid (CF year)
Health insurance premiums (100% deductible)
SEP-IRA contributions (up to $70,000)
ASHA membership + state association dues
Therapy bag, sanitizing supplies, Velcro, tape
NYC income tax + MCTMT (2026 rates)
QBI deduction (23% in 2026, up from 20%)

This worksheet helps you organize records for your CPA. It is not tax advice. Tax rates and rules change; verify key figures at irs.gov and tax.ny.gov. For your actual filing, consult a tax professional who works with self-employed healthcare providers.

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