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Helpful Forms

Helpful Forms

Following forms, checklists, and worksheets are in PDF format only.

Tax Checklist & Questionnaire
Educators Expense Worksheet
Medical Expenses Worksheet
Non Cash Charitable Contributions/Fair Market Value
Rental Property Expense Worksheet
Self-Employed Expense Worksheet
Airline Personnel Expense Worksheet
Law Enforcement ExpenseWorksheet
Nurses and Medical Field Expense Worksheet
Beauty Services Worksheet
Real Estate Agent Expense Worksheet

2019

2019 Individual Taxpayer Organizer
2019 Individual Taxpayer Organizer SchC
2019 Individual Taxpayer Organizer - Rental
2019 S Corporation Tax Organizer
2019 C Corporation Tax Organizer
2019 Partnership Tax Organizer
2019 Partnership Tax Organizer

2020

2020 S Corporation Tax Organizer
2020 C Corporation Tax Organizer
2020 LLC Tax Organizer
2020 Partnership Tax Organizer
2020 Noncash Charitable Contributions - Fair Market Value Guide
2020 Individual Taxpayer Organizer - Sole Proprietorship
2020 Individual Taxpayer Organizer - Rental Property
2020 Individual Taxpayer Organizer

Additional Helpful Forms:

Non-Cash Contributions
Checkbook
Dependent Support
Partnership Organizer
Organizer
Organizer
Organizer
S Corp Organizer

Contact

Office: (714) 871-1040

Fax: (714) 871-1736

2217 East Chapman Avenue

Fullerton, CA 92831

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