Forms Library

Click on any of the links below that are applicable to your situation.  If you have any questions on which form to use, please call us at (360) 895-1041.

Child and Dependent Care

 

Use this form if you have spent money on day care or on care for any dependent person.

Business Income and Expense

 

If you have any Income or Expense to report for your privately held business.

Non Cash Donation Worksheet and Valuation Guide

 

Use this form if you have donated any non-cash items to charities.  Examples would be donations to Goodwill.

Tax Organizer - 2019

 

Use this form if you have donated any non-cash items to charities.  Examples would be donations to Goodwill.

Consent to Disclose Tax Information

 

This form allows us to satisfy your request to disclose tax return or other information to a third party.

Schedule D: Sales of Stocks/Mutual Funds/etc.

 

Use this form if you have sold stocks, bonds or mutual funds in a non-retirement account.  We have this information for our advisory clients.

Schedule E: Rental Income and Expense

 

Use this form if you have received any rental income or paid any rental expense. 

Auto Expense Worksheet

 

Complete this form for each vehicle used in your job or business.

Out of Town Worksheet

 

Use this form to document trips and travel expenses

Personal Profile Worksheets

 

This provides us with the information we need to serve you.