Individual Forms      

Individual  Forms             

• Tax Client Organizer 2018
• 2018 Engagement Letter
• Tax Form Checklist
• Charitable Donation Worksheet
• Insolvency Worksheet
• American Opportunity Credit (Max)
• IRS Change of Address Form
• FTB Change of Address Form
• Request for Copy of Individual Tax Return

Dependent  Forms    

• • All Tax Credits Worksheet
  • Earned Income Credit Worksheet
  • Can You Claim A Dependent     
  • Head of Household
  • Dependency Exemptions

Stock Sales

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

Retirement Accounts

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

Rental Property

• Rental Income and Expenses

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