INDIVIDUAL FORMS            

• 2022 New Client Information Worksheet
• How to set up an IRS account
• How to make IRS and FTB payment
• Charitable Donation Worksheets
• How to Calculate your Vehicle License Fee (VLF)
• Request for Copy of Individual Tax Return
• IRS Change of Address Form
• FTB Change of Address Form

STIMULUS/ADVANCED CHILD TAX CREDIT INFO

• How to set up an IRS account
• IRS Account and CTC Transcripts
• What to do if you are missing the third stimulus payment
• Link for information about the Golden State Stimulus

HOW TO PULL TRANSCRIPTS

• How to set up an IRS account 
• How to Navigate through IRS Website

HOW TO MAKE A TAX PAYMENT ONLINE

• How to make a payment to the IRS and State
• IRS payment website
• FTB payment website

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)

• School Template
• Healthcare Provider Template
• Childcare Provider Template

STOCK SALES

• Securities Purchase and Sales Worksheet
• Facts about Capital Gains and Losses

RENTAL PROPERTY

• Rental Income Worksheet

OTHER TAX FORMS

• Insolvency Worksheet
• American Opportunity Credit (Max)
• 2020 California Health Insurance Mandate

RETIREMENT ACCOUNTS

• Five Facts about Retirement
• Things You Should Know About Required Minimum Distribution
• Early withdrawals from Retirement Accounts
• Guide for Retirees

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
• Education Credits Help Pay Higher Education Costs
• Spring Cleaning Your Tax Records
• Annual Financial To-Do List
• IRS Penalties