Organizer Forms

Forms are in Adobe Acrobat (PDF) format.  You can print them out and fill them in.

1)     Client Information

2)     Dependents

3)     Questionnaire

4)     Direct Deposit & Estimates

5)     Wages & Pensions

6)     Interest & Dividends

7)     Miscellaneous Income

8)     State Refund/ Unemployment Compensation

9)     Business Income (Sch C)

10)   Capital Gains/Losses (Sch D)

11)   Sale of Home/Moving Expenses

12)   Rental & Royalty Income (Sch E)

13)   Farm Income (Sch F/4835)

14)   Adjustments to Income

15)   Itemized Deductions (Sch A)

16)   Noncash Contributions over $500 (Form 8283)

17)   Business Use of Home (Form 8829)

18)   Employee / Vehicle Expenses (Form 2106)

19)   Health Savings Account (Form 8889)

20)   Child & Dependent Care Expenses (Form 2441)

21)   Qualified Adoption Expenses (Form 8839)

22)   Education Credits / Deduction

23)   Household Employment Taxes (Sch H)