INDIVIDUAL FORMS
INDIVIDUAL FORMS
- 2019 Client Information Worksheet
- Charitable Donation Worksheet
- IRS Change of Address Form
- FTB Change of Address Form
- Tax Planning Checklist
- Request for Copy of Individual Tax Return
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DEPENDENT FORMS
- All Tax Credits Worksheet
- Earned Income Credit Worksheet
- Claiming a Dependent
- Head of Household
- Dependency Exemptions
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
- Business Professionals 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