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3

1 Taxpayer

2 Spouse

3 Preparer

Accounting & Tax

Form 540 - California Resident Income Tax Return

Form 1040 - US Individual Tax Return

Form 941 - Employer's QUARTERLY Federal Tax Return

Form W-2 - Wage and Tax Statement

Form W-7 - Application for IRS Individual Taxpayer Identification Number

Form 1040 - ES - Estimated Tax

Form W-9 - Request for Taxpayer Identification Number and Certification

Form 982 - Reduction of Tax Attributes Due to Discharge of Indebtedness (and Section 1082 Basis Adjustment)

Form 8801 - Credit for Prior Year Minimum Tax - Individuals, Estates, and Trusts

Form 4972 - Tax on Lump-Sum Distributions

Form 8885 - Health Coverage Tax Credit

Form 8821 - Tax Information Authorization

Form 8689 - Allocation of Individual Income Tax to the US Virgin Islands

Form 8615 - Tax for Certain Children Who Have Unearned Income

Form 8453 - US Individual Income Tax Transmittal for an IRS e-file Return

Form 8846 - Credit for Employer Social Security and Medicare Taxes Paid on Certain Employee Tips

Form 8959 - Additional Medicare Tax

Form 8919 - Uncollected Social Security and Medicare Tax on Wages