INDIVIDUAL FORMS
- 2022 New Client Information Worksheet
- Charitable Donation Worksheets
- How to Calculate your Vehicle License Fee (VLF)
IRS AND STATE INFORMATION
- Set up an IRS account to pull transcripts
- Set up an FTB Account to pull transcripts
- How to pull transcripts through the FTB website
IRS PAYMENTS:
FTB PAYMENTS:
DEPENDENT FORMS
- All Tax Credits Worksheet
- Earned Income Credit Checklist
- Claiming a Dependent
- Head of Household
- Dependency Exemptions
SAMPLE LETTER TEMPLATES FROM IRS (Claiming Child)
RENTAL PROPERTY
REQUEST FOR COPY OF INDIVIDUAL TAX RETURN
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