Forms, Links & More

We are always here to help. But we’ve also compiled a bunch of resources and tools to help you to manage your finances and tax planning!

Talk With an Expert

Client Forms

Checklist of things to bring for the first appointment

1040 Organizer Welcome Letter

1040 Organizer Questionnaire

1040 Organizer Information Checklist

Client Disclosures to Third Parties

Tax Tamer Simple Starter Page

Client Paying Tax Instructions

Charitable Contribution Finder

Charitable Tax Strategies

Medical Expenses Finder

Child Care Expenses Guidelines

Child Care Food Cost worksheet

Child Care Income & Expense

Minister Expenses

Minister Expenses for Housing

Subcontractor Form

Subcontractor vs Employee

New Business Client Tax Organizer

New Client Tax Questionnaire

Social Security Planning Starter Page

Net Worth and Budget Worksheet

FAFSA Worksheet

529 Plan Account Setup

Due Diligence Checklist

Forms & More For Tax Preparers

AGI Phase-out Ranges

AGI Phase-out Graph-Head of Household

AGI Phase-out Graph-Married Filing Jointly

AGI Phase-out Graph-Married Filing Separately

AGI Phase-out Graph-Single tax filers

BOI Requirement Letter (PDF)

Brokerage Summary Statement (PDF)

Charitable Contribution Finder

Checklist for Applying the Common Law Control Test

Client Survey

Client Third-Party Verification Letter

Consent for Use Tax Info

Consent for Third Party Disclosures

Due Diligence Checklist

Education Contract

Employee Benefit and Retirement Table

Engagement Letter

Engagement Letter Divorce Addendum

Federal Tax Data Sheet

Fixed Fee with Guarantees (PDF)

High Income Individual Thresholds

Inflation Adjusted Penalties

Key Tax Data Gear Up Cheat Sheets

Medical Expenses Finder

Newsletter Consent Authorization

Scanning Sheet for Tax Agency Communications

2022 Section A for Attendees

2022 Section B for Attendees

Links

Government Links

Social Security Administration

State of Ohio Dept of Taxation

Financial Calculators

Home and Mortgage

Paycheck and Benefits

Dave Krebs Speaking

Dave Practice Development CD and course book

VIDEO: Calculator Olympic Champion

Affiliates

Pinnacle Wealth Planning Services, Inc.

Kleshenski, Morrison and Morris, LLP CPAs, Mansfield, OH

IRS Tax Forms

W-4 Federal Income Tax Withholding

I-9 Immigration and Naturalization

Form 911-Request for Taxpayer Advocate Service

Form 8839, Qualified Adoption Expenses

IRS Tax Publications

Tax Glossary

Publication 1, Your Rights As a Taxpayer

Publication 3, Armed Forces’ Tax Guide

Publication 15, Circular E, Employer’s Tax Guide

Publication 15A, Employer’s Supplemental Tax Guide

Publication 15B, Employer’s Tax Guide to Fringe Benefits

Publication 17, Your Federal Income Tax

Publication 51, Circular A, Agricultural Employer’s Tax Guide

Publication 54, Tax Guide for U.S. Citizens and Resident Aliens Abroad

Publication 80, Circular SS

Publication 225, Farmer’s Tax Guide

Publication 334, Tax Guide for Small Business

Publication 463, Travel, Entertainment, Gift, and Car Expenses

Publication 501, Exemptions, Standard Deduction, and Filing Information

Publication 502, Medical and Dental Expenses

Publication 503, Child and Dependent Care Expenses

Publication 504, Divorced or Separated Individuals

Publication 505, Tax Withholding and Estimated Tax

Publication 509, Tax Calendars

Publication 510, Excise Taxes (Including Fuel Tax Credits and Refunds)

Publication 514, Foreign Tax Credit for Individuals

Publication 515, Withholding of Tax on Nonresident Aliens and Foreign Corporations

Publication 516, U.S. Government Civilian Employees Stationed Abroad

Publication 517, Social Security and Other Information for Members of the Clergy & Religious Workers

Publication 519, U.S. Tax Guide for Aliens

Publication 521, Moving Expenses

Publication 523, Selling Your Home

Publication 524, Credit for the Elderly or the Disabled

Publication 525, Taxable and Nontaxable Income

Publication 526, Charitable Contributions

Publication 527, Residential Rental Property (Including Rental of Vacation Homes)

Publication 529, Miscellaneous Deductions

Publication 530, Tax Information for First-Time Homeowners

Publication 531, Reporting Tip Income

Publication 535, Business Expenses

Publication 536, Net Operating Losses

Publication 537, Installment Sales

Publication 538, Accounting Periods and Methods

Publication 541, Partnerships

Publication 542, Corporations

Publication 544, Sales and other Dispositions of Assets

Publication 547, Casualties, Disasters, and Thefts

Publication 550, Investment Income and Expenses (Including Capital Gains and Losses and Mutual fund Distributions)

Publication 554, Tax Guide for Seniors

Publication 555, Community Property

Publication 556, Examination of Returns, Appeal Rights, and Claims for Refund

Publication 557, Tax-Exempt Status for Your Organization

Publication 559, Survivors, Executors and Administrators

Publication 560, Retirement Plans for Small Business

Publication 570, Tax Guide for Individuals With Income from U.S. Possessions

Publication 571, Tax-Sheltered Annuity Programs for Employees of Public Schools and Certain Tax-Exempt Organizations

Publication 575, Pension and Annuity Income

Publication 583, Starting a Business and Keeping Records

Publication 587, Business Use of Your Home (Including Use by Day-Care Providers)

Publication 590-A, Contributions to Individual Retirement Arrangements (IRAs)

Publication 590-B, Distributions to Individual Retirement Arrangements (IRAs)

Publication 595, Capital Construction Fund for Commercial Fishermen

Publication 596, Earned Income Credit

Publication 598, Tax on Unrelated Business Income of Exempt Organizations

Publication 721, Tax Guide to U.S. Civil Service Retirement Benefits

Publication 901, U.S. Tax Treaties

Publication 907, Tax Highlights for Persons With Disabilities

Publication 915, Social Security and Equivalent Railroad Retirement Benefits

Publication 925, Passive Activity and At-Risk Rules

Publication 926, Household Employers Tax Guide

Publication 929, Tax Rules for Children and Dependents

Publication 936, Home Mortgage Interest Deduction

Publication 939, General Rule for Pensions and Annuities

Publication 946, How to Depreciate Property

Publication 957, Reporting Back Pay and Special Wage Payments to the Social Security Administration

Publication 969, Health Savings Accounts and Other Tax-Favored Health Plans

Publication 970, Tax Benefits for Education

Publication 1212, Guide to Original Issue Discount (OID) Instruments

Publication 1345, Handbook for Authorized IRS e-file Providers of Individual Income Tax Returns

Publication 1544, Reporting Cash Payments of Over $10,000

Publication 4557, Safeguarding Taxpayer Data – A Guide for Your Business

Ohio State Tax Forms

Ohio Department of Taxation

Resources

Dave Krebs’ 2024

Financial Advice Book

NIL Resources

Dave Krebs’ Financial Literacy

Book for College Students & NIL,

2024 update

resources

For Tax Professionals: Dave’s 2024

“Outrun the Pack in Tax & Accounting”

Our conveniently located offices

The CPA Advisory Group is located conveniently in north-central Columbus, off U.S. Route 23, just north of Interstate 270. Our offices at 131 Dillmont Drive are convenient to Powell, Worthington, Lewis Center and Dublin, as well as Westerville and New Albany.

[email protected]

(614) 942-1990

131 Dillmont Dr., Ste 200, Columbus, OH 43235

Mon-Fri: 8:30am-5pm; Sat-Sun: Closed

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