Forms

Read about tax law changes and key points to prepare for the upcoming tax year by downloading our Update Letter 2016 Tax Team.

Download the 2016 Client Check List to prepare for your appointment.

New Client? Download our 2016 Tax Organizer.

Rental Income? Download our income and loss from rental.

Self-Employed? Download our schedule c. If you will be claiming a deduction for the Business Use of your home download business use of home, or Auto Expenses autoexpense .

If you are a current client, we can generate a personalized organizer for you as well; just email us and we can send it electronically or hard copy. Or download your PDF organizer to fill out prior to your visit. 2016 Tax Organizer New Clients PDF.

Download our Donation Value Guide and Tracker for your non-cash charitable contributions. Choose from GOODWILL VALAUATION GUIDE PINNACLE 2016 (to print and fill out) or Goodwill Valuation Guide QuickFinder 2016.

Download IRS Form 8332, used to allow the non-custodial parent to claim a child (or to revoke permission to do so).