Tax Forms

Tax Forms

Select the following links to download documents.

Tax FormsUnified Services2026-10-08T15:13:12-07:00

Current Tax Year Information

2026 New Client Tax Organizer

2026 Rental Organizer

2026 Self Employment Organizer

2026 Itemized Worksheet

2026 Home Office Deduction Worksheet

2026 AZ Tax Credit Donation Worksheet

Sale of Home/Property Worksheet

AZ Community Property Basis Client Guide

2026 Home Office Deduction Client Guide

2026 Death of a Taxpayer Client Guide

2026 Employee Stock Options Client Guide

2026 529 Plan Family Client Guide

2026 Pension Savers Guide

Did You Have Fund in a Foreign Account

Why Did My Medicare Premium Went Up

Trump Account Establishment & Activating

2026 Pre 59 & One Half Retirement Withdrawals Exceptions Guide

2026 Why Invest in a Simple IRA Client Guide

2026 Simple IRA Employer Guide 2027 Planning

2026 SECURE 2.0 Retirement Planning Guide

2026 Rental Activities & Passive Loss Guide

Further Tax Information

2026 ADOR Qualified Charities

2026 Public Arizona School List

2026 ADOR Foster Care Charities

2026 AZ School Tuition Organizations

A Guide to Taxes for Arizona Businesses

The Personal Residence

Will & Trust Questionnaire

North American Classification (NAICS)

User Friendly map to our office in Surprise

T-Account Worksheet

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