Forms

Save $30 on your 2023 Tax Return

Just click the discount offer image at left to download the coupon and bring it with you to your tax appointment.

We love to help you save money on your taxes so come in today to let us help you start saving money!

Call today to make an appointment (253) 509-8928 and let us help you.
*Offer good for new clients only. Limit one per address for any individual or business tax return. Not valid with other offers.

 


Individual Tax

Downloadable Forms

Consent to Disclosure (PDF)
Consent to disclose your Individual Tax Return information to a third party.

2023 Individual Tax Organizer (PDF)
This tax individual tax organizer was created as a downloadable fill-able form for our individual tax clients. It should be used for all Form 1040 Tax Returns (U.S. Individual Income Tax Return). Please read this forms instructions on page 1 before completing.

2023 Business Worksheet (Sch C) (PDF)
This worksheet is for all individuals that have a business and file Form 1040 Schedule C in their individual income tax return.

2023 Rental Worksheet (Sch E) (PDF)
This worksheet is for all individuals that have rentals and file Form 1040 Schedule E in their individual income tax return.

2023 Farm Worksheet (Sch F) (PDF)
This worksheet is for all individuals that have a farm and file Form 1040 Schedule F in their individual income tax return.

2023 Charitable Donation Organizer (Sch A) (PDF)
This worksheet is for all individuals that have Cash and Non-cash Charitable Donations for Sch A in their individual income tax return.

Small Business Income and Expense Organizer (PDF)
This worksheet will assist you in gathering the summary information to assist in preparing your annual small business Sch C tax return. Recommended for start up business entrepreneurs.

Business Tax

Downloadable Forms

Consent to Disclosure (PDF)
Consent to disclose your Business Tax Return information to a third party.

2023 Corporate Business Tax Questionnaire (PDF)
This is business tax questionnaire was created as a downloadable fill-able form for our corporate clients. It should be used for all Form 1120 Tax Returns (U.S. Corporation Income Tax Return) and Form 1120S (U.S. Income Tax Return for an S Corporation) Please read this forms instructions on page 1 before completing.

2023 Partnership Business Tax Questionnaire (PDF)
This is business tax questionnaire was created as a downloadable fill-able form for our partnership clients. It should be used for all Form 1065 Tax Returns (U.S. Partnership Income Tax Return). Please read this forms instructions on page 1 before completing.

2023 Nonprofit Business Tax Questionnaire (PDF)
This is business tax questionnaire was created as a downloadable fill-able form for our nonprofit clients. It should be used for all Form 990 Tax Returns (Return of Organization Exempt From Income Tax). Please read this forms instructions on page 1 before completing.

Nonprofit Schedule Worksheets

Nonprofit Asset Worksheet (PDF)

Nonprofit Board Worksheet (PDF)

Nonprofit Foreign Inc and Exp Worksheet (PDF)

Nonprofit Grants and Donations Worksheet (PDF)

Nonprofit Related Party Worksheet (PDF)

Health Care Coverage Credit Worksheet (PDF)
This worksheet is for all business client that would like to benefit from employer provide health insurance coverage for their employees.

Washington State Department of Revenue Confidential Tax Information Authorization (PDF)
Please complete this form and return back to our office to allow us to discuss information with various state departments.

Other Tax Resources

Downloadable Forms

Reportable Transactions, Transactions of Interest and Listed Transactions (PDF)

Links

Financial Calculators
Record Retention Guide (web page)
Record Keeping – Retention Rates (PDF)
IRS Publications
IRS Forms
Tax Rates
Tax Due Dates
Taxpayer Rights
Tax Glossary
IRS Withholding Calculator
Where is My Refund?

IRS External Links
Click on any other these links below to go the website.

IRS – Home Page
Internal Revenue Service Home Page

IRS – EITC Credit Calculator
Find out if you should take the Earned Income Tax Credit this year. English and Spanish available.

IRS – Exempt Organization Checklist
Not sure if your contributions for this year are tax deductible. Look up the charitable organization and find out if your contributions can be deduction as a charitable contribution on your Schedule A.

IRS – Sales Tax Deduction Calculator
Find out what your Schedule A Sales Tax Deduction should be. Be sure to have your current year Form W-2 and your Sales Receipts showing your sales tax paid in the current year.

IRS – Make a Tax Payment
Make a tax payment to the IRS

IRS – Understanding Your IRS Notice or Letter
Find out what your IRS notice or letter means to you and what do you need to do about it.