Checklist and Forms

Click below for our annual tax checklist and other forms to help you organize your information.

Use this form to organize your income and expense from rental properties.

Moving expenses are not currently deductible on

federal taxes, but California and a handful of other

states still allow the deduction.

Use this form to organize information from non-cash

contributions, such as donations to thrift stores. Remember

that the donation receipt usually does not have all the information

needed to report the contribution on your tax return.

Use this form to report sales of stocks, mutual

funds, or cryptocurrency.

Use this form to organize your auto expense information.