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515 S. Howes Street
Fort Collins, Colorado
80521 |
Phone: (970) 482-6947
Fax: (970) 472-4061
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Tax Related Links |
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Other Items of Interest |
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Commonly Requested Tax Forms |
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| TOPIC |
FORM |
| Employer's Tax Guide |
Pub. 15 |
| Employment Eligibility |
I-9 |
| TIN Request Form |
W-9 |
| Employee Withholding |
W-4 |
| Colorado Business Registration |
CR 0100 |
| Federal Tax ID |
SS-4 |
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Tax Organizer Downloads |
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If you are trying to get your taxes done you may download this blank tax organizer to help you put your information together. Use this index to decide which pages you need to download and print if it applies to your tax situation. If you are a past client you may request an organizer from us at (970) 482-6947 that will pull only related pages and data from your last tax return for comparison purposes.
| TOPIC |
FORM |
| Adoption expenses |
37 |
| Alimony paid |
24 |
| Alimony received |
14.1 |
| Business income and expenses |
16 |
| Business use of home |
29 |
| Capital gains/losses |
17 |
| Charitable contributions |
25 26 |
| Child and dependent care expenses |
33.1, 33.2 |
| Children's interest/dividend income |
44 |
| Client information |
1 |
| Dependents |
2 |
| Direct deposit of refund |
3, 6, 7.1 |
| Dividend income |
11, 12 |
| Education expenses |
38 |
| Education savings accounts |
14.3 |
| Employee business expenses |
30 p1 |
| Estimated taxes |
3, 6, 7.1 |
| Farm income and expenses |
19 |
| Gambling income |
10, 13 |
| Gambling losses |
25 p3 |
| Health insurance premiums (self-employed) |
24 |
| Household employment taxes |
42 |
| Interest income |
11, 12 |
| Interest paid |
25 |
| Investment expense |
25 p3 |
| Investment interest expense |
25 |
| IRA contributions |
24 |
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| TOPIC |
FORM |
| IRA distributions |
10, 13 |
| Medical and dental expenses |
25 |
| Miscellaneous income |
14.1 |
| Miscellaneous itemized deductions |
25 p3 |
| Miscellaneous questions |
PDF |
| Mortage interest expense |
25 |
| Moving expenses |
17, 27 |
| Pension distributions |
10, 13 |
| Purchase of business assets |
22 p2 |
| Qualified Plan (Keogh) contributions |
24 |
| Qualified tuition programs |
14.3 |
| Rental & royalty income & expenses |
18 |
| Sale of business assets |
22 |
| Sale of home |
17, 27 |
| Sale of stocks and bonds |
17 |
| Self-employed elective deferrals |
24 |
| SEP contributions |
24 |
| SIMPLE contributions |
24 |
| Social security benefits received |
14.1 |
| State and local tax refunds |
14.2 |
| Student loan interest paid |
24 |
| Taxes paid |
25 |
| Tax return preparation fee |
25 p3 |
| Unemployment compensation |
14.2 |
| Vacation home |
18, 18 p2 |
| Vehicle information |
22 p3, 30 p2 |
| Wages, salaries, tips |
10, 13 |
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