The Sturbridge Taxman's Blog

Clues to help solve your financial and tax puzzles!

Forms and Worksheet Downloads

Important and useful Tax forms:

Federal Forms

  21 Most Forgotten Items when you go to see the Taxman
» 7.5 KiB - January 4, 2018
Updated 01/04/2018

  Client Checklist
» 13.4 KiB - January 4, 2018
Updated 1/6/2017

  Engagement Letter
» 52.7 KiB - January 4, 2018
Updated 1/4/2018

  Foreign Financial Disclosure
» 242.1 KiB - January 4, 2018

  FORM 8332
» 228.4 KiB - January 4, 2018
Used by non-custodial parents to claim exemption for dependents

  Penalty for Failure to Purchase Health Insurance
» 30.4 KiB - January 4, 2018

  Vehicle Worksheet with travel log
» 83.0 KiB - January 4, 2018

  W-9 Form - Request for Taxpayer Identification Number and Certification
» 116.5 KiB - January 4, 2018
This form may be requested by individuals who paid income to you, conducted a real estate transaction with you, etc

Important and useful Worksheets:

Worksheets

  Disclosure Authorization
» 47.6 KiB - January 4, 2018
This form must be filled out and signed before we can legally provide any of your tax information to a third party. You can return it to us via email, fax, or US Mail

  Home Office Worksheet
» 6.5 KiB - January 4, 2018
Use this worksheet if you use part of your home for your business.

  Non-cash charitable contribution valuation guide
» 10.4 KiB - January 4, 2018
Use this information to determine the value of clothing and household goods donated to charity.

  Vehicle Use Worksheet with travel log
» 83.0 KiB - January 4, 2018
Use this worksheet to report your vehicle mileage and expenses to me at year end.