INDIVIDUAL FORMS            

• 2023 New Client Information Worksheet
• Charitable Donation Log
• Charitable Deductions Checklist
• Estimated Donation Amounts
• How to Calculate your Vehicle License Fee (VLF)

IRS AND STATE INFORMATION

• IRS
  • Link to set up your IRS account
  • Form on how to set up an IRS account
  • How to pull transcripts
  • IRS payment website
    • Form on how to make a payment to the IRS
• FTB
  • Link to set up an FTB account
  • FTB payment website
    • Form on how to make a payment to FTB using a credit card
    • Form on how to make a payment to FTB using your bank account information

DEPENDENT FORMS   

• Document to Claim Dependent
• Documents to Claim Earned Income Credit
• Documents to Prove Head of Household
• EITC_Audit_Document_Checklist

SAMPLE LETTER TEMPLATES FROM IRS (Claiming Child)

• School Template
• Healthcare Provider Template
• Childcare Provider Template

RENTAL PROPERTY

• Single Rental Property Worksheet
• Multiple Rental Properties Worksheet
• Rental Income Worksheet (Excel)

REQUEST FOR COPY OF INDIVIDUAL TAX RETURN

• Digital Copy via SmartVault (free)
• Printed Copy Form (fee)

OTHER TAX FORMS

• Insolvency Worksheet
• American Opportunity Credit (Max)
• California Health Insurance Mandate
• Securities Purchase and Sales Worksheet
• Facts about Capital Gains and Losses
• IRS Change of Address Form
• FTB Change of Address Form
• Identity Theft Victim Checklist

INFORMATIVE HANDOUTS

• Tax Benefits and Credits From Birth Through Childhood
• Guide for Retirees
• 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