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Forms
Before your appointment, please download and print the following forms. Review them and, if you wish, complete them. Depending on the level of detail, you may choose one of the following organizers:
Organizers
2024 Simple Organizer
2024 Expanded Organizer
2024 Questionnaire
Individual Forms from the 2024 Expanded Organizer
Income
Interest and Dividend Income
1099 Miscellaneous Income
Rental and Royalties
Sales and Exchanges
Pensions, IRA's, Lump-Sum Distributions, Gambling
Installment Sale Income
Expenses
Profit or (Loss) From Business or Profession
Expenses for Business Use of Home
Schedule A: Itemized Deductions
Other
Basic Information
Farm Income and Expenses
Assets Acquired or Sold in 2024
Child and Dependent Care Expenses
Federal Tax Forms and Publications
Federal Tax Forms and Publications
State Tax Forms for Individuals
Maryland
Virginia
Delaware
Washington, DC
Pennsylvania
Incorporating (or changing corporate status) in Maryland
Maryland State Business Incorporation Forms
© 2024 Gary Spoon, Certified Public Accountant (CPA), Maryland | All rights Reserved.