Client Forms

Please explore the links below for forms to fill for new clients or existing clients before a scheduled meeting.

NET WORTH STATEMENT

DATA SHEET

CASH FLOW STATEMENT

Tax Forms

Please explore the links below for forms to fill for new clients or existing clients before a scheduled meeting.

1040 FORM

U.S. Individual Income Tax Return

1040A FORM

U.S. Individual Income Tax Return

1040ES FORM

Estimated Tax for Individuals

1040EZ FORM

U.S. Individual Income Tax Return for Single & Joint Filers with No Dependents

1040X FORM

Amended U.S. Individual Income Tax Return

SCHEDULE A (1040) FORM

Itemized Deductions

SCHEDULE B (1040) FORM

Interest and Ordinary Dividends

SCHEDULE C (1040) FORM

Profit or Loss from Business (Sole Proprietorship)

SCHEDULE D (1040) FORM

Capital Gains and Losses

SCHEDULE M (990) FORM

Making Work Pay Credit

SCHEDULE SE (1040) FORM

Self-Employment Tax

W-4 FORM

Employee’s Withholding Allowance Certificate

W-2 FORM

Wage and Tax Statement

W-9 FORM

Request for Taxpayer Identification Number and Certification

1099 FORM

Miscellaneous Income Statement

941 FORM

Employer’s Quarterly Federal Tax Return

4868 FORM

Application for Automatic Extension of Time To File U.S. Individual Income Tax Return

8863 FORM

Education Credits (American Opportunity and Lifetime Learning Credits)

8917 FORM

Tuition and Fees Deduction

This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.