The following "pdf" files can be opened by clicking on them. You need Adobe Reader. If you do not have Adobe Reader on your computer, download it free by clicking Download Adobe Reader Free.

These Forms will can be filled out to change your withholding. Choose either or both. Here is the Federal Form W4 and the State form Calif DE4.

These worksheets will help you organize and prepare for your tax appointment. If you Itemize Deductions (mortgage interest, property tax, large charitable contributions, or have paid/withholding of State taxes greater than $5,150 (single person) or $10,300 (married,) or $7,550 (Head of Household) then use Organizer 1 .

If you use the Standard Deduction, use Organizer 2.

If you are Self-Employed and itemize, use Organizer 3.

Here are some extra forms:

If you have Rental Income, use this extra form:Supplement E.

If you have Capital Gains (or losses) from the sale of stock, use this additional form: Supplement D.

If you are laid-off geek, just download this one page tax return. Geek Tax Return

To keep track of your deductible business expenses, people in various occupations can use these worksheets: Realtors, Long haul Drivers, Law Enforcement, Hair Stylists/Manicurists, Firefighters, Educators, Direct Sales, Day Care Providers, Business Professionals.

The worksheets below will help you organize and prepare for your financial planning appointment. Click here for a Singles Questionnaire. Here is a Couples and Partners Questionnaire.

The Advisor Agreement. To obtain a copy of Form ADV Part II, please email me at:

paulita-at -moneylady.com