Individual Forms
Individual Forms
- 2018 Tax Client Organizer
- 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
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