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
  • How to pull transcripts through the IRS website
• Set up an FTB Account to pull transcripts
  • How to pull transcripts through the FTB website

IRS PAYMENTS:

• IRS payment website
  • How to make a payment on the IRS website

FTB PAYMENTS:

• FTB payment website
  • Make a payment to FTB using a credit card
  • Make a payment to FTB using your bank account information

DEPENDENT FORMS   

• All Tax Credits Worksheet
• Earned Income Credit Checklist
  • To find out if you qualify, use the EITC Assistant
• Claiming a Dependent  
• Head of Household
• Dependency Exemptions

SAMPLE LETTER TEMPLATES FROM IRS (Claiming Child)

• School Template
• Healthcare Provider Template
• Childcare Provider Template

RENTAL PROPERTY

• Rental Income Worksheet (fillable PDF)
• 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