Organizing your financial information is one way to help your CPA maximize your refund.

CrichtonMullings has provided the following FREE Tax Organizing Forms. You can download and fill in the forms with your tax information. You can then E-mail them to your CPA for use in preparing your tax return.

Please feel free to contact us via Phone or E-mail if you have any questions.

Personal Data and Misc. Information

Itemized Deductions

Interest and Dividends

Other Income and Deductions

Sale of Home and Other Capital Assets

Child and Dependent Care Expenses

Credit for Federal Tax on Fuels

Employee Business Expenses

Pensions, Annuities, Retirement, Distribuitions, Etc

First Time Home Buyer Credit

Download All Tax Forms (517k zip)

 

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