INDIVIDUAL FORMS
- New Client Information Worksheet
- How to make a payment to the IRS and FTB
- Charitable Donation Worksheets
- Request for Copy of Individual Tax Return
- IRS Change of Address Form
- FTB Change of Address Form
STIMULUS/ADVANCED CHILD TAX CREDIT INFO
- How to set up an IRS account
- What to do if you are missing the IRS stimulus payment
- Link for information about the Golden State Stimulus
HOW TO PULL TRANSCRIPTS
HOW TO MAKE A TAX PAYMENT ONLINE
DEPENDENT FORMS
- All Tax Credits Worksheet
- Earned Income Credit Worksheet
- Claiming a Dependent
- Head of Household
- Dependency Exemptions
SAMPLE LETTER TEMPLATES FROM IRS (Claiming Child)
STOCK SALES
RENTAL PROPERTY
OTHER TAX FORMS
RETIREMENT ACCOUNTS
- Five Facts about Retirement
- Things You Should Know About Required Minimum Distribution
- Early withdrawals from Retirement Accounts
- Guide for Retirees
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