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  • Services
    • Tax Preparation
    • Home Loans
    • Personal Finance Coaching
  • About Us
    • Meet Chad
    • Meet Emilie
    • Chad's Story
  • Client Resources
    • Tax Resources
    • Home Loan Resources
    • Financial Coaching Resources
  • E-News
  • Client Reviews
  • Contact Us
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YOUR CART

Tax Forms

Making Finances Simple. Changing Lives.
** Checklist & Worksheets may not load properly if your browser has issues with its .pdf plugin. Contact us if you run into any snags, as we can always email you PDF versions.​

Client Checklist (required)

  • Checklist (guides you through paperwork gathering)​

Supporting Worksheets

  • Child & Dependent Care Expenses
  • Property Donations (Goodwill, etc.)
  • ​Fair Market Value Calculator (used to transfer data to above worksheet)
  • Investment/Rental Properties #1​ (solely rental, separate from personal)
  • Investment/Rental Properties #2 (part rental/part personal - Airbnb, renting room in home, renting 2nd unit of home etc.)
  • Home Sale (investment properties & primary residences)
  • Self-Employed Deductions (Business Owner / Independent Contractors)
  • Employee Deductions (W2 Wage Earners)

Government Forms

  • ​W-9 (request for taxpayer ID number)
  • 4506-T (request for transcript of tax return)
  • SS-4 (request for employer identification number)
  • W-7 (request for individual taxpayer identification number)

Paycheck Withholdings Forms

  • Not all states have direct pdf links to their own forms. Some states go off the IRS W-4 for withholdings.
Paycheck withholdings
IRS (W-4)
Alabama (A-4)
​Arizona (A-4)
Arkansas (AR4EC)
CA (DE-4)
Colorado (DR 1093)
Connecticut (CT-W4)
Delaware (SD-W4A)
Georgia (G-4)
Hawaii (HW-4)
Idaho (W-4)
Illinois (ILW-4)
Indiana (WH-4)
​Iowa (IAW-4)
Kansas (K-4)
Kentucky (K-4)
Louisiana (L-4)
Maine (W4-ME)
Maryland (MW-507)
Massachusetts (M-4)
Michigan (MI-W4)
Minnesota (W-4MN)
Mississippi (89-350-12)
Missouri (MO W-4)
Nebraska (9N)
New Jersey (NJ-W4)
New YorK (IT-2104)
North Carolina (NC-4)
Ohio (IT-4)
Oklahoma (OK-W4)
Rhode Island (RI-W4)
Vermont (W-4VT)
Virginia (VA-4)
West Virginia (WV-IT104)
​Wisconsin (WT-4)

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CALL:
​(877) 970-9400
​
FAX:
​(877) 970-9401
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LICENSURE:
See Individual Profiles
LOCATIONS:
​Mission Viejo, CA
Meridian, ID
​Copyright © 2021 Chad Peshke, All rights reserved.