INDIVIDUAL FORMS
- 2020 Client Information Worksheet
- How to make a payment to the IRS and FTB
- Charitable Donation Worksheets
- IRS Change of Address Form
- FTB Change of Address Form
- Tax Preparation Checklist
- Request for Copy of Individual Tax Return
HOW TO PULL TRANSCRIPTS
- Link to Sign in or Sign up to IRS to get your Tax Information
- How to Sign Up for an IRS Account
- How to Navigate through IRS Website
STIMULUS/ACTC INFO
- What to do if you are missing the IRS stimulus payment
- Link for information about the Golden State Stimulus
HOW TO MAKE A TAX PAYMENT ONLINE
DEPENDENT FORMS
- All Tax Credits Worksheet
- Earned Income Credit Worksheet
- Claiming a Dependent
- Head of Household
- Dependency Exemptions
SAMPLE LETTER TEMPLATES FROM IRS (Claiming Child)
RENTAL PROPERTY
OTHER TAX FORMS
STOCK SALES
RETIREMENT ACCOUNTS
- Five Facts about Retirement
- Things You Should Know About Required Minimum Distribution
- Early withdrawals from Retirement Accounts
- Guide for Retirees
OCCUPATIONAL DEDUCTION FORMS
- Airline Personnel Deductions
- Automobile Salesperson Deductions
- Clergy Deductions
- Construction Workers Deductions
- Day Care Provider Deductions
- Direct Seller Deductions
- Educator Deductions
- Entertainer Deductions
- Firefighter Deductions
- Hairstylist / Manicurist Deductions
- Law Enforcement Deductions
- Long Haul Truck Driver Deductions
- Medical Professional Deductions
- Realtor Deductions
- Sales Rep Deductions
- Self Employment Worksheet
INFORMATIVE HANDOUTS
- Tax Benefits and Credits From Birth Through Childhood
- Employees Who Receive Tip Income
- Facts about Medical and Dental Expenses
- Advantages of Owning a Home
- Individuals Selling Their Home
- Tax Breaks for Your Vacation Home
- Rental Income and Expenses
- Education Credits Help Pay Higher Education Costs
- Spring Cleaning Your Tax Records
- Annual Financial To-Do List
- IRS Penalties